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Next Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Next Financial Group’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
Q4 		$87K Hold
2,645
– – 0.01% 1235
2021
Q3 		$88K Buy
2,645
+335
+15% +$11.2K 0.01% 1167
2021
Q2 		$84K Hold
2,310
– – 0.01% 1191
2021
Q1 		$70K Sell
2,310
-67
-3% -$1.96K 0.01% 1150
2020
Q4 		$61K Hold
2,377
– – 0.01% 1136
2020
Q3 		$47K Buy
+2,377
New +$55K 0.01% 1123
2020
Q2 		– Sell
-2,518
Closed -$43K – 646
2020
Q1 		$43K Hold
2,518
– – 0.01% 1032
2019
Q4 		$107K Buy
2,518
+134
+6% +$5.63K 0.01% 912
2019
Q3 		$109K Buy
2,384
+902
+61% +$42.7K 0.01% 873
2019
Q2 		$73K Buy
1,482
+984
+198% +$48.7K 0.01% 1030
2019
Q1 		$25K Sell
498
-900
-64% -$44.1K 0.01% 905
2018
Q4 		$61K Sell
1,398
-4,557
-77% -$224K 0.01% 745
2018
Q3 		$318K Sell
5,955
-1,651
-22% -$89.1K 0.15% 140
2018
Q2 		$384K Sell
7,606
-2,138
-22% -$108K 0.15% 165
2018
Q1 		$457K Buy
9,744
+3,912
+67% +$209K 0.1% 225
2017
Q4 		$315K Sell
5,832
-11,470
-66% -$614K 0.13% 186
2017
Q3 		$967K Buy
17,302
+84
+0.5% +$4.8K 0.27% 88
2017
Q2 		$1.03M Sell
17,218
-17,666
-51% -$1.08M 0.25% 98
2017
Q1 		$2.2M Buy
34,884
+15,655
+81% +$1.01M 0.61% 30
2016
Q4 		$1.21M Buy
19,229
+870
+5% +$53.7K 0.21% 109
2016
Q3 		$1.17M Buy
18,359
+3,968
+28% +$251K 0.21% 113
2016
Q2 		$915K Buy
14,391
+1,488
+12% +$89.6K 0.29% 84
2016
Q1 		$704K Buy
12,903
+1,303
+11% +$66.2K 0.25% 92
2015
Q4 		$698K Buy
11,600
+3,588
+45% +$225K 0.26% 87
2015
Q3 		$499K Buy
8,012
+4,675
+140% +$340K 0.18% 129
2015
Q2 		$259K Sell
3,337
-397
-11% -$33K 0.09% 238
2015
Q1 		$309K Buy
3,734
+641
+21% +$54.1K 0.1% 219
2014
Q4 		$271K Sell
3,093
-6,249
-67% -$567K 0.09% 243
2014
Q3 		$895K Sell
9,342
-77
-0.8% -$7.28K 0.18% 131
2014
Q2 		$855K Buy
+9,419
New +$858K 0.45% 50

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Next Financial Group's AMLP Position: Q4 2021 in Review

Next Financial Group held its Alerian MLP ETF (AMLP) position steady in Q4 2021 at 2,645 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #1235.

Next Financial Group first reported a position in AMLP in Q2 2014 and has held it in 30 quarters since. The position peaked at $2.2M in Q1 2017. 473 funds tracked by Wall St. Rank hold AMLP as of Q4 2021.

  • Next Financial Group held 2,645 shares of Alerian MLP ETF worth $87K as of Q4 2021.
  • Next Financial Group left its Alerian MLP ETF share count unchanged in Q4 2021.
  • Alerian MLP ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1235 holding.
  • Next Financial Group first reported a position in Alerian MLP ETF in Q2 2014 and has held it in 30 quarters since.
  • Next Financial Group's Alerian MLP ETF position peaked at $2.2M in Q1 2017.
  • 473 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.