Palladium Partners’s Alerian MLP ETF AMLP Stock Holding History

Palladium Partners’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	$2.5M	Hold	65,200	–	–	0.11%	128
2021 Q4	$2.13M	Hold	65,200	–	–	0.09%	139
2021 Q3	$2.17M	Hold	65,200	–	–	0.1%	131
2021 Q2	$2.37M	Hold	65,200	–	–	0.11%	122
2021 Q1	$1.99M	Buy	+65,200	New	+$1.9M	0.1%	129
2014 Q4	–	Sell	-30,741	Closed	-$2.95M	–	256
2014 Q3	$2.95M	Sell	30,741 -145	-0.5%	-$13.7K	0.26%	96
2014 Q2	$2.93M	Sell	30,886 -1,885	-6%	-$172K	0.26%	93
2014 Q1	$2.89M	Buy	32,771 +1,359	+4%	+$119K	0.26%	91
2013 Q4	$2.79M	Buy	31,412 +1,342	+4%	+$118K	0.26%	98
2013 Q3	$2.65M	Buy	+30,070	New	+$2.65M	0.27%	95

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 $1.09B AUM 11.58% 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

Palladium Partners's AMLP Position: Q1 2022 in Review

Palladium Partners held its Alerian MLP ETF (AMLP) position steady in Q1 2022 at 65,200 shares worth $2.5M. The position accounts for 0.11% of the portfolio, ranked #128.

Palladium Partners first reported a position in AMLP in Q3 2013 and has held it in 10 quarters since. The position peaked at $2.95M in Q3 2014. 497 funds tracked by Wall St. Rank hold AMLP as of Q1 2022.

Palladium Partners held 65,200 shares of Alerian MLP ETF worth $2.5M as of Q1 2022.
Palladium Partners left its Alerian MLP ETF share count unchanged in Q1 2022.
Alerian MLP ETF made up 0.11% of Palladium Partners's portfolio in Q1 2022, its #128 holding.
Palladium Partners first reported a position in Alerian MLP ETF in Q3 2013 and has held it in 10 quarters since.
Palladium Partners's Alerian MLP ETF position peaked at $2.95M in Q3 2014.
497 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.