Ocean Park Asset Management
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Ocean Park Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Ocean Park Asset 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
Q3 		– Sell
-931,640
Closed -$44.7M – 78
2024
Q2 		$44.7M Hold
931,640
– – 2.12% 10
2024
Q1 		$44.2M Hold
931,640
– – 2.08% 13
2023
Q4 		$39.6M Buy
931,640
+46,440
+5% +$1.97M 1.94% 14
2023
Q3 		$37.4M Buy
+885,200
New +$36.3M 1.66% 10

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 38.1% 1-Year Est. Return

Ocean Park Asset Management's AMLP Position: Q3 2024 in Review

Ocean Park Asset Management sold out of Alerian MLP ETF (AMLP) in Q3 2024, closing a stake of 931,640 shares — an estimated $44.7M sold.

Ocean Park Asset Management first reported a position in AMLP in Q3 2023 and held it in 4 quarters. The position peaked at $44.7M in Q2 2024. 654 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

  • Ocean Park Asset Management reported no remaining Alerian MLP ETF position as of Q3 2024 after selling out during the quarter.
  • Ocean Park Asset Management sold 931,640 Alerian MLP ETF shares in Q3 2024, an estimated $44.7M.
  • Ocean Park Asset Management first reported a position in Alerian MLP ETF in Q3 2023 and held it in 4 quarters.
  • Ocean Park Asset Management's Alerian MLP ETF position peaked at $44.7M in Q2 2024.
  • 654 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Ocean Park Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.