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Planning Capital Management Corporation’s Alerian MLP ETF AMLP Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$5.18K Hold
110
– – ﹤0.01% 508
2024
Q2 		$5.28K Hold
110
– – ﹤0.01% 459
2024
Q1 		$5.22K Sell
110
-383
-78% -$17.2K ﹤0.01% 474
2023
Q4 		$21K Buy
+493
New +$20.9K 0.02% 286

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Planning Capital Management Corporation's AMLP Position: Q3 2024 in Review

Planning Capital Management Corporation held its Alerian MLP ETF (AMLP) position steady in Q3 2024 at 110 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Planning Capital Management Corporation first reported a position in AMLP in Q4 2023 and has held it in 4 quarters since. The position peaked at $21K in Q4 2023. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

  • Planning Capital Management Corporation held 110 shares of Alerian MLP ETF worth $5.18K as of Q3 2024.
  • Planning Capital Management Corporation left its Alerian MLP ETF share count unchanged in Q3 2024.
  • Alerian MLP ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #508 holding.
  • Planning Capital Management Corporation first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Alerian MLP ETF position peaked at $21K in Q4 2023.
  • 653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.