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Morgan Dempsey Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Morgan Dempsey Capital 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
2024
Q4 		– Sell
-147
Closed -$6.93K – 126
2024
Q3 		$6.93K Hold
147
– – ﹤0.01% 120
2024
Q2 		$7.05K Hold
147
– – ﹤0.01% 103
2024
Q1 		$6.98K Hold
147
– – ﹤0.01% 105
2023
Q4 		$6.25K Sell
147
-31
-17% -$1.31K ﹤0.01% 114
2023
Q3 		$7.51K Hold
178
– – ﹤0.01% 102
2023
Q2 		$6.98K Hold
178
– – ﹤0.01% 106
2023
Q1 		$6.88K Hold
178
– – ﹤0.01% 108
2022
Q4 		$6.78K Hold
178
– – ﹤0.01% 135
2022
Q3 		$7K Buy
+178
New +$6.77K ﹤0.01% 128
2016
Q1 		– Sell
-7,607
Closed -$458K – 166
2015
Q4 		$458K Sell
7,607
-1,513
-17% -$94.7K 0.18% 101
2015
Q3 		$569K Buy
9,120
+2,604
+40% +$189K 0.2% 99
2015
Q2 		$507K Buy
6,516
+3,588
+123% +$298K 0.14% 102
2015
Q1 		$243K Hold
2,928
– – 0.06% 116
2014
Q4 		$256K Buy
2,928
+1,152
+65% +$104K 0.07% 118
2014
Q3 		$170K Buy
1,776
+531
+43% +$50.2K 0.04% 132
2014
Q2 		$118K Sell
1,245
-44
-3% -$4.01K 0.03% 141
2014
Q1 		$114K Buy
1,289
+433
+51% +$38K 0.03% 145
2013
Q4 		$76K Buy
856
+72
+9% +$6.32K 0.02% 150
2013
Q3 		$69K Sell
784
-133
-15% -$11.7K 0.02% 149
2013
Q2 		$82K Buy
+917
New +$80.9K 0.03% 152

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Dempsey Capital Management's AMLP Position: Q4 2024 in Review

Morgan Dempsey Capital Management sold out of Alerian MLP ETF (AMLP) in Q4 2024, closing a stake of 147 shares — an estimated $6.93K sold.

Morgan Dempsey Capital Management first reported a position in AMLP in Q2 2013 and held it in 20 quarters. The position peaked at $569K in Q3 2015. 720 funds tracked by Wall St. Rank hold AMLP as of Q4 2024.

  • Morgan Dempsey Capital Management reported no remaining Alerian MLP ETF position as of Q4 2024 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 147 Alerian MLP ETF shares in Q4 2024, an estimated $6.93K.
  • Morgan Dempsey Capital Management first reported a position in Alerian MLP ETF in Q2 2013 and held it in 20 quarters.
  • Morgan Dempsey Capital Management's Alerian MLP ETF position peaked at $569K in Q3 2015.
  • 720 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2024.

Based on Morgan Dempsey Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.