Phoenix Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Phoenix Wealth Advisors’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
2021 Q4	–	Sell	-500	Closed	-$17K	–	129
2021 Q3	$17K	Hold	500	–	–	0.01%	272
2021 Q2	$18K	Hold	500	–	–	0.01%	263
2021 Q1	$16K	Buy	+500	New	+$14.6K	0.01%	267

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Phoenix Wealth Advisors's AMLP Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2021, closing a stake of 500 shares — an estimated $17K sold.

Phoenix Wealth Advisors first reported a position in AMLP in Q1 2021 and held it in 3 quarters. The position peaked at $18K in Q2 2021. 473 funds tracked by Wall St. Rank hold AMLP as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Alerian MLP ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 500 Alerian MLP ETF shares in Q4 2021, an estimated $17K.
Phoenix Wealth Advisors first reported a position in Alerian MLP ETF in Q1 2021 and held it in 3 quarters.
Phoenix Wealth Advisors's Alerian MLP ETF position peaked at $18K in Q2 2021.
473 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.