Oarsman Capital’s Alerian MLP ETF AMLP Stock Holding History

Oarsman Capital’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
2025 Q1	–	Sell	-111	Closed	-$5.34K	–	263
2024 Q4	$5.34K	Buy	111 +6	+6%	+$288	﹤0.01%	762
2024 Q3	$4.94K	Buy	+105	New	+$4.97K	﹤0.01%	785
2020 Q1	–	Sell	-6,071	Closed	-$258K	–	120
2019 Q4	$258K	Sell	6,071 -66	-1%	-$2.77K	0.12%	157
2019 Q3	$280K	Sell	6,137 -327	-5%	-$15.5K	0.13%	151
2019 Q2	$318K	Sell	6,464 -143	-2%	-$7.07K	0.14%	141
2019 Q1	$331K	Sell	6,607 -167	-2%	-$8.19K	0.16%	133
2018 Q4	$296K	Buy	6,774 +65	+1%	+$3.19K	0.15%	138
2018 Q3	$358K	Sell	6,709 -72	-1%	-$3.88K	0.14%	134
2018 Q2	$342K	Sell	6,781 -101	-1%	-$5.12K	0.16%	135
2018 Q1	$322K	Sell	6,882 -225	-3%	-$12K	0.15%	141
2017 Q4	$383K	Buy	7,107 +127	+2%	+$6.79K	0.16%	136
2017 Q3	$392K	Buy	6,980 +404	+6%	+$23.1K	0.17%	135
2017 Q2	$393K	Sell	6,576 -88	-1%	-$5.36K	0.18%	135
2017 Q1	$424K	Buy	6,664 +931	+16%	+$59.8K	0.2%	127
2016 Q4	$361K	Sell	5,733 -1,233	-18%	-$76.2K	0.23%	113
2016 Q3	$442K	Sell	6,966 -251	-3%	-$15.9K	0.23%	110
2016 Q2	$459K	Buy	+7,217	New	+$435K	0.24%	105

Other funds holding AMLP

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

Goldman Sachs New York $871B AUM 31.28% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Oarsman Capital's AMLP Position: Q1 2025 in Review

Oarsman Capital sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 111 shares — an estimated $5.34K sold.

Oarsman Capital first reported a position in AMLP in Q2 2016 and held it in 17 quarters. The position peaked at $459K in Q2 2016. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

Oarsman Capital reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 111 Alerian MLP ETF shares in Q1 2025, an estimated $5.34K.
Oarsman Capital first reported a position in Alerian MLP ETF in Q2 2016 and held it in 17 quarters.
Oarsman Capital's Alerian MLP ETF position peaked at $459K in Q2 2016.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.