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Pinnacle Associates’s Alerian MLP ETF AMLP Stock Holding History

Pinnacle Associates’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
-6,523
Closed -$314K – 825
2024
Q4 		$314K Sell
6,523
-454
-7% -$21.8K ﹤0.01% 706
2024
Q3 		$297K Buy
6,977
+1,490
+27% +$70.5K 0.01% 678
2024
Q2 		$263K Sell
5,487
-1,380
-20% -$64.5K ﹤0.01% 719
2024
Q1 		$326K Sell
6,867
-110
-2% -$4.94K 0.01% 681
2023
Q4 		$297K Sell
6,977
-1,089
-14% -$46.2K 0.01% 688
2023
Q3 		$340K Sell
8,066
-2,021
-20% -$82.9K 0.01% 639
2023
Q2 		$395K Sell
10,087
-740
-7% -$28.7K 0.01% 615
2023
Q1 		$418K Buy
10,827
+46
+0.4% +$1.8K 0.01% 555
2022
Q4 		$410K Buy
10,781
+521
+5% +$20.5K 0.01% 544
2022
Q3 		$375K Sell
10,260
-378
-4% -$14.4K 0.01% 553
2022
Q2 		$366K Sell
10,638
-544
-5% -$20.9K 0.01% 565
2022
Q1 		$428K Buy
11,182
+1
+0% +$37 0.01% 594
2021
Q4 		$366K Sell
11,181
-764
-6% -$25.9K 0.01% 624
2021
Q3 		$398K Buy
11,945
+2
+0% +$67 0.01% 584
2021
Q2 		$435K Buy
11,943
+32
+0.3% +$1.1K 0.01% 573
2021
Q1 		$363K Buy
11,911
+35
+0.3% +$1.02K 0.01% 583
2020
Q4 		$305K Sell
11,876
-2,793
-19% -$67.1K 0.01% 588
2020
Q3 		$293K Sell
14,669
-1,410
-9% -$32.6K 0.01% 566
2020
Q2 		$397K Sell
16,079
-2,197
-12% -$53.8K 0.01% 525
2020
Q1 		$314K Sell
18,276
-2,024
-10% -$68.6K 0.01% 544
2019
Q4 		$863K Buy
20,300
+708
+4% +$29.7K 0.02% 440
2019
Q3 		$895K Sell
19,592
-741
-4% -$35K 0.02% 421
2019
Q2 		$1M Buy
20,333
+1,681
+9% +$83.1K 0.02% 406
2019
Q1 		$935K Buy
18,652
+910
+5% +$44.6K 0.02% 420
2018
Q4 		$774K Sell
17,742
-428
-2% -$21K 0.02% 436
2018
Q3 		$970K Buy
18,170
+815
+5% +$44K 0.02% 419
2018
Q2 		$876K Buy
17,355
+1,716
+11% +$87K 0.02% 433
2018
Q1 		$733K Sell
15,639
-3,913
-20% -$209K 0.01% 457
2017
Q4 		$1.05M Sell
19,552
-65,407
-77% -$3.5M 0.02% 394
2017
Q3 		$4.77M Sell
84,959
-9,234
-10% -$528K 0.09% 216
2017
Q2 		$5.63M Buy
94,193
+804
+0.9% +$49K 0.11% 188
2017
Q1 		$5.93M Buy
93,389
+2,869
+3% +$184K 0.11% 185
2016
Q4 		$5.7M Buy
90,520
+428
+0.5% +$26.4K 0.12% 179
2016
Q3 		$5.72M Buy
90,092
+2,979
+3% +$188K 0.11% 177
2016
Q2 		$5.54M Buy
87,113
+3,822
+5% +$230K 0.12% 179
2016
Q1 		$4.55M Sell
83,291
-1,594
-2% -$81K 0.1% 207
2015
Q4 		$5.11M Sell
84,885
-30,087
-26% -$1.88M 0.11% 186
2015
Q3 		$7.17M Buy
114,972
+20,835
+22% +$1.52M 0.16% 149
2015
Q2 		$7.32M Sell
94,137
-11,303
-11% -$940K 0.14% 156
2015
Q1 		$8.74M Sell
105,440
-1,925
-2% -$163K 0.16% 139
2014
Q4 		$9.4M Buy
107,365
+1,103
+1% +$100K 0.18% 129
2014
Q3 		$10.2M Sell
106,262
-751
-0.7% -$71K 0.21% 122
2014
Q2 		$10.2M Sell
107,013
-3,541
-3% -$323K 0.2% 122
2014
Q1 		$9.76M Buy
110,554
+3,786
+4% +$332K 0.19% 118
2013
Q4 		$9.5M Sell
106,768
-3,454
-3% -$303K 0.19% 121
2013
Q3 		$9.69M Sell
110,222
-752
-0.7% -$66.3K 0.2% 115
2013
Q2 		$9.9M Buy
+110,974
New +$9.79M 0.22% 113

Other funds holding AMLP

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Associates's AMLP Position: Q1 2025 in Review

Pinnacle Associates sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 6,523 shares — an estimated $314K sold.

Pinnacle Associates first reported a position in AMLP in Q2 2013 and held it in 47 quarters. The position peaked at $10.2M in Q3 2014. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

  • Pinnacle Associates reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Associates sold 6,523 Alerian MLP ETF shares in Q1 2025, an estimated $314K.
  • Pinnacle Associates first reported a position in Alerian MLP ETF in Q2 2013 and held it in 47 quarters.
  • Pinnacle Associates's Alerian MLP ETF position peaked at $10.2M in Q3 2014.
  • 737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Pinnacle Associates's 13F filing for Q1 2025, filed 6 May 2025.