Merriman Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Merriman Wealth Management’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
2023 Q4	–	Sell	-9,701	Closed	-$409K	–	189
2023 Q3	$409K	Hold	9,701	–	–	0.02%	128
2023 Q2	$380K	Sell	9,701 -11,113	-53%	-$431K	0.02%	156
2023 Q1	$804K	Buy	+20,814	New	+$816K	0.04%	107
2020 Q1	–	Sell	-12,989	Closed	-$552K	–	151
2019 Q4	$552K	Buy	+12,989	New	+$545K	0.11%	119
2018 Q4	–	Sell	-11,112	Closed	-$593K	–	171
2018 Q3	$593K	Sell	11,112 -40,480	-78%	-$2.18M	0.13%	103
2018 Q2	$2.6M	Buy	+51,592	New	+$2.62M	0.59%	36
2018 Q1	–	Sell	-63,552	Closed	-$3.43M	–	181
2017 Q4	$3.43M	Buy	+63,552	New	+$3.4M	0.84%	29
2017 Q1	–	Sell	-14,044	Closed	-$885K	–	132
2016 Q4	$885K	Buy	+14,044	New	+$868K	0.24%	76
2016 Q3	–	Sell	-34,003	Closed	-$2.16M	–	134
2016 Q2	$2.16M	Buy	34,003 +6,460	+23%	+$389K	0.61%	46
2016 Q1	$1.5M	Buy	27,543 +201	+0.7%	+$10.2K	1.4%	22
2015 Q4	$1.66M	Buy	+27,342	New	+$1.71M	2.42%	12

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Merriman Wealth Management's AMLP Position: Q4 2023 in Review

Merriman Wealth Management sold out of Alerian MLP ETF (AMLP) in Q4 2023, closing a stake of 9,701 shares — an estimated $409K sold.

Merriman Wealth Management first reported a position in AMLP in Q4 2015 and held it in 11 quarters. The position peaked at $3.43M in Q4 2017. 609 funds tracked by Wall St. Rank hold AMLP as of Q4 2023.

Merriman Wealth Management reported no remaining Alerian MLP ETF position as of Q4 2023 after selling out during the quarter.
Merriman Wealth Management sold 9,701 Alerian MLP ETF shares in Q4 2023, an estimated $409K.
Merriman Wealth Management first reported a position in Alerian MLP ETF in Q4 2015 and held it in 11 quarters.
Merriman Wealth Management's Alerian MLP ETF position peaked at $3.43M in Q4 2017.
609 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2023.

Based on Merriman Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.