Marble Harbor Investment Counsel’s Alerian MLP ETF AMLP Stock Holding History

Marble Harbor Investment Counsel’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,000	Closed	-$440K	–	190
2025 Q2	$440K	Sell	9,000 -1,000	-10%	-$48.5K	0.05%	139
2025 Q1	$519K	Sell	10,000 -11,300	-53%	-$580K	0.06%	117
2024 Q4	$1.03M	Hold	21,300	–	–	0.11%	86
2024 Q3	$1M	Buy	21,300 +5,200	+32%	+$246K	0.11%	87
2024 Q2	$772K	Buy	+16,100	New	+$752K	0.09%	100

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Marble Harbor Investment Counsel's AMLP Position: Q3 2025 in Review

Marble Harbor Investment Counsel sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 9,000 shares — an estimated $440K sold.

Marble Harbor Investment Counsel first reported a position in AMLP in Q2 2024 and held it in 5 quarters. The position peaked at $1.03M in Q4 2024. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

Marble Harbor Investment Counsel reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
Marble Harbor Investment Counsel sold 9,000 Alerian MLP ETF shares in Q3 2025, an estimated $440K.
Marble Harbor Investment Counsel first reported a position in Alerian MLP ETF in Q2 2024 and held it in 5 quarters.
Marble Harbor Investment Counsel's Alerian MLP ETF position peaked at $1.03M in Q4 2024.
732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Marble Harbor Investment Counsel's 13F filing for Q3 2025, filed 7 Nov 2025.