Pacific Center for Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Pacific Center for Financial Services’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 Q1	–	Sell	-20	Closed	-$1K	–	370
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	361
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	372
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	331
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	321
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	311
2020 Q3	$0	Hold	20	–	–	﹤0.01%	308
2020 Q2	$0	Hold	20	–	–	﹤0.01%	298
2020 Q1	$0	Hold	20	–	–	﹤0.01%	292
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	289
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	292
2019 Q2	$1K	Sell	20 -332	-94%	-$16.4K	﹤0.01%	295
2019 Q1	$18K	Hold	352	–	–	0.01%	167
2018 Q4	$15K	Buy	352 +6	+2%	+$294	0.01%	182
2018 Q3	$18K	Buy	346 +326	+1,630%	+$17.6K	0.01%	172
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	274
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	271
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	273
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	280
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	271
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	266
2016 Q4	$1K	Buy	+20	New	+$1.24K	﹤0.01%	276

Other funds holding AMLP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Pacific Center for Financial Services's AMLP Position: Q1 2022 in Review

Pacific Center for Financial Services sold out of Alerian MLP ETF (AMLP) in Q1 2022, closing a stake of 20 shares — an estimated $1K sold.

Pacific Center for Financial Services first reported a position in AMLP in Q4 2016 and held it in 21 quarters. The position peaked at $18K in Q1 2019. 497 funds tracked by Wall St. Rank hold AMLP as of Q1 2022.

Pacific Center for Financial Services reported no remaining Alerian MLP ETF position as of Q1 2022 after selling out during the quarter.
Pacific Center for Financial Services sold 20 Alerian MLP ETF shares in Q1 2022, an estimated $1K.
Pacific Center for Financial Services first reported a position in Alerian MLP ETF in Q4 2016 and held it in 21 quarters.
Pacific Center for Financial Services's Alerian MLP ETF position peaked at $18K in Q1 2019.
497 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2022.

Based on Pacific Center for Financial Services's 13F filing for Q1 2022, filed 10 May 2022.