MOTCO’s Alerian MLP ETF AMLP Stock Holding History

MOTCO’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
2022 Q4	–	Sell	-117	Closed	-$4K	–	609
2022 Q3	$4K	Buy	+117	New	+$4.45K	﹤0.01%	567
2020 Q2	–	Sell	-1	Closed	–	–	672
2020 Q1	$0	Hold	1	–	–	﹤0.01%	669
2019 Q4	$0	Buy	+1	New	+$42	﹤0.01%	530
2018 Q1	–	Sell	-457	Closed	-$25K	–	552
2017 Q4	$25K	Buy	+457	New	+$24.4K	﹤0.01%	376
2015 Q4	–	Sell	-1,390	Closed	-$87K	–	490
2015 Q3	$87K	Buy	+1,390	New	+$101K	0.01%	228

Other funds holding AMLP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Rational Advisors Huntington, New York $980M AUM 9.86% 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

MOTCO's AMLP Position: Q4 2022 in Review

MOTCO sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 117 shares — an estimated $4K sold.

MOTCO first reported a position in AMLP in Q3 2015 and held it in 5 quarters. The position peaked at $87K in Q3 2015. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

MOTCO reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
MOTCO sold 117 Alerian MLP ETF shares in Q4 2022, an estimated $4K.
MOTCO first reported a position in Alerian MLP ETF in Q3 2015 and held it in 5 quarters.
MOTCO's Alerian MLP ETF position peaked at $87K in Q3 2015.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on MOTCO's 13F filing for Q4 2022, filed 10 Feb 2023.