Osborne Partners Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Osborne Partners Capital 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
2025 Q1	–	Sell	-5,035	Closed	-$242K	–	213
2024 Q4	$242K	Hold	5,035	–	–	0.01%	206
2024 Q3	$237K	Hold	5,035	–	–	0.01%	207
2024 Q2	$242K	Hold	5,035	–	–	0.01%	197
2024 Q1	$239K	Buy	+5,035	New	+$226K	0.01%	189

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

Osborne Partners Capital Management's AMLP Position: Q1 2025 in Review

Osborne Partners Capital Management sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 5,035 shares — an estimated $242K sold.

Osborne Partners Capital Management first reported a position in AMLP in Q1 2024 and held it in 4 quarters. The position peaked at $242K in Q4 2024. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

Osborne Partners Capital Management reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
Osborne Partners Capital Management sold 5,035 Alerian MLP ETF shares in Q1 2025, an estimated $242K.
Osborne Partners Capital Management first reported a position in Alerian MLP ETF in Q1 2024 and held it in 4 quarters.
Osborne Partners Capital Management's Alerian MLP ETF position peaked at $242K in Q4 2024.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Osborne Partners Capital Management's 13F filing for Q1 2025, filed 21 Apr 2025.