Mid Atlantic Financial Management’s Alerian MLP ETF AMLP Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$393K	Buy	11,796 +69	+0.6%	+$2.3K	0.03%	550
2021 Q2	$427K	Buy	11,727 +109	+0.9%	+$3.74K	0.03%	528
2021 Q1	$354K	Buy	11,618 +819	+8%	+$23.9K	0.03%	559
2020 Q4	$277K	Buy	10,799 +357	+3%	+$8.58K	0.02%	608
2020 Q3	$239K	Sell	10,442 -7,661	-42%	-$177K	0.02%	607
2020 Q2	$447K	Sell	18,103 -5,027	-22%	-$123K	0.04%	369
2020 Q1	$398K	Buy	23,130 +4,381	+23%	+$148K	0.05%	360
2019 Q4	$797K	Buy	18,749 +5,545	+42%	+$233K	0.07%	279
2019 Q3	$603K	Buy	13,204 +301	+2%	+$14.2K	0.06%	305
2019 Q2	$635K	Sell	12,903 -4,970	-28%	-$246K	0.07%	312
2019 Q1	$896K	Buy	17,873 +514	+3%	+$25.2K	0.1%	218
2018 Q4	$758K	Buy	+17,359	New	+$852K	0.09%	217

Other funds holding AMLP

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Mid Atlantic Financial Management's AMLP Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Alerian MLP ETF (AMLP) stake by 0.59% in Q3 2021, buying an estimated $2.3K and bringing the position to 11,796 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #550.

Mid Atlantic Financial Management first reported a position in AMLP in Q4 2018 and has held it in 12 quarters since. The position peaked at $896K in Q1 2019. 443 funds tracked by Wall St. Rank hold AMLP as of Q3 2021.

Mid Atlantic Financial Management held 11,796 shares of Alerian MLP ETF worth $393K as of Q3 2021.
Mid Atlantic Financial Management bought 69 Alerian MLP ETF shares in Q3 2021, an estimated $2.3K.
Alerian MLP ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #550 holding.
Mid Atlantic Financial Management first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Alerian MLP ETF position peaked at $896K in Q1 2019.
443 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.