Nachman Norwood & Parrott’s Alerian MLP ETF AMLP Stock Holding History

Nachman Norwood & Parrott’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 Q2	$409K	Buy	11,222 +118	+1%	+$4.05K	0.04%	202
2021 Q1	$339K	Sell	11,104 -399	-3%	-$11.7K	0.04%	213
2020 Q4	$295K	Buy	11,503 +57	+0.5%	+$1.37K	0.03%	216
2020 Q3	$229K	Buy	11,446 +576	+5%	+$13.3K	0.03%	226
2020 Q2	$268K	Sell	10,870 -1,578	-13%	-$38.7K	0.04%	210
2020 Q1	$214K	Sell	12,448 -442	-3%	-$15K	0.04%	215
2019 Q4	$548K	Sell	12,890 -2,556	-17%	-$107K	0.09%	149
2019 Q3	$706K	Buy	15,446 +759	+5%	+$35.9K	0.13%	129
2019 Q2	$723K	Buy	14,687 +1,672	+13%	+$82.7K	0.13%	125
2019 Q1	$653K	Buy	13,015 +1,638	+14%	+$80.3K	0.12%	130
2018 Q4	$497K	Buy	+11,377	New	+$558K	0.1%	138

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Nachman Norwood & Parrott's AMLP Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Alerian MLP ETF (AMLP) stake by 1.1% in Q2 2021, buying an estimated $4.05K and bringing the position to 11,222 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #202.

Nachman Norwood & Parrott first reported a position in AMLP in Q4 2018 and has held it in 11 quarters since. The position peaked at $723K in Q2 2019. 477 funds tracked by Wall St. Rank hold AMLP as of Q2 2021.

Nachman Norwood & Parrott held 11,222 shares of Alerian MLP ETF worth $409K as of Q2 2021.
Nachman Norwood & Parrott bought 118 Alerian MLP ETF shares in Q2 2021, an estimated $4.05K.
Alerian MLP ETF made up 0.04% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #202 holding.
Nachman Norwood & Parrott first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's Alerian MLP ETF position peaked at $723K in Q2 2019.
477 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.