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Oliver Lagore Vanvalin Investment Group’s Alerian MLP ETF AMLP Stock Holding History

Oliver Lagore Vanvalin Investment 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
2022
Q2 		– Sell
-40
Closed -$2K – 612
2022
Q1 		$2K Buy
+40
New +$1.47K ﹤0.01% 492

Other funds holding AMLP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AMLP Position: Q2 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Alerian MLP ETF (AMLP) in Q2 2022, closing a stake of 40 shares — an estimated $2K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in AMLP in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 505 funds tracked by Wall St. Rank hold AMLP as of Q2 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Alerian MLP ETF position as of Q2 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 40 Alerian MLP ETF shares in Q2 2022, an estimated $2K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Alerian MLP ETF in Q1 2022 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Alerian MLP ETF position peaked at $2K in Q1 2022.
  • 505 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2022, filed 16 Aug 2022.