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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

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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. 653 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.
  • 653 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.