Plante Moran Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-110
| Closed | -$5.17K | – | 728 |
|
|
2025
Q4 | $5.17K | Buy |
+110
| New | +$5.15K | ﹤0.01% | 635 |
|
|
2023
Q2 | – | Sell |
-255
| Closed | -$9.86K | – | 788 |
|
|
2023
Q1 | $9.86K | Buy |
+255
| New | +$10K | ﹤0.01% | 565 |
|
|
2022
Q2 | – | Sell |
-800
| Closed | -$31K | – | 970 |
|
|
2022
Q1 | $31K | Hold |
800
| – | – | 0.01% | 407 |
|
|
2021
Q4 | $26K | Hold |
800
| – | – | ﹤0.01% | 492 |
|
|
2021
Q3 | $27K | Hold |
800
| – | – | 0.01% | 492 |
|
|
2021
Q2 | $29K | Hold |
800
| – | – | 0.01% | 479 |
|
|
2021
Q1 | $24K | Hold |
800
| – | – | 0.01% | 507 |
|
|
2020
Q4 | $21K | Sell |
800
-4,674
| -85% | -$112K | 0.01% | 522 |
|
|
2020
Q3 | $109K | Buy |
5,474
+4,674
| +584% | +$108K | 0.04% | 229 |
|
|
2020
Q2 | $20K | Hold |
800
| – | – | 0.01% | 424 |
|
|
2020
Q1 | $14K | Hold |
800
| – | – | 0.01% | 447 |
|
|
2019
Q4 | $34K | Sell |
800
-1,340
| -63% | -$56.2K | 0.01% | 377 |
|
|
2019
Q3 | $98K | Hold |
2,140
| – | – | 0.03% | 242 |
|
|
2019
Q2 | $105K | Hold |
2,140
| – | – | 0.03% | 215 |
|
|
2019
Q1 | $107K | Hold |
2,140
| – | – | 0.03% | 213 |
|
|
2018
Q4 | $93K | Hold |
2,140
| – | – | 0.03% | 210 |
|
|
2018
Q3 | $114K | Hold |
2,140
| – | – | 0.04% | 202 |
|
|
2018
Q2 | $108K | Sell |
2,140
-33
| -2% | -$1.67K | 0.05% | 216 |
|
|
2018
Q1 | $102K | Buy |
2,173
+1
| +0% | +$53 | 0.06% | 228 |
|
|
2017
Q4 | $117K | Hold |
2,172
| – | – | 0.06% | 198 |
|
|
2017
Q3 | $122K | Buy |
2,172
+32
| +1% | +$1.83K | 0.07% | 176 |
|
|
2017
Q2 | $128K | Hold |
2,140
| – | – | 0.08% | 169 |
|
|
2017
Q1 | $136K | Sell |
2,140
-960
| -31% | -$61.7K | 0.08% | 170 |
|
|
2016
Q4 | $195K | Sell |
3,100
-520
| -14% | -$32.1K | 0.12% | 125 |
|
|
2016
Q3 | $230K | Buy |
3,620
+800
| +28% | +$50.6K | 0.16% | 104 |
|
|
2016
Q2 | $179K | Buy |
2,820
+520
| +23% | +$31.3K | 0.13% | 124 |
|
|
2016
Q1 | $126K | Buy |
2,300
+1,340
| +140% | +$68.1K | 0.1% | 147 |
|
|
2015
Q4 | $58K | Buy |
+960
| New | +$60.1K | 0.04% | 251 |
|
|
2015
Q3 | – | Sell |
-958
| Closed | -$75K | – | 701 |
|
|
2015
Q2 | $75K | Buy |
958
+307
| +47% | +$25.5K | 0.05% | 230 |
|
|
2015
Q1 | $54K | Hold |
651
| – | – | 0.04% | 268 |
|
|
2014
Q4 | $57K | Buy |
651
+85
| +15% | +$7.71K | 0.04% | 263 |
|
|
2014
Q3 | $54K | Hold |
566
| – | – | 0.05% | 244 |
|
|
2014
Q2 | $54K | Hold |
566
| – | – | 0.05% | 223 |
|
|
2014
Q1 | $50K | Buy |
566
+23
| +4% | +$2.02K | 0.05% | 170 |
|
|
2013
Q4 | $48K | Hold |
543
| – | – | 0.03% | 248 |
|
|
2013
Q3 | $48K | Hold |
543
| – | – | 0.03% | 198 |
|
|
2013
Q2 | $48K | Buy |
+543
| New | +$47.9K | 0.04% | 169 |
|
Other funds holding AMLP
AIM
Plante Moran Financial Advisors's AMLP Position: Q1 2026 in Review
Plante Moran Financial Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 110 shares — an estimated $5.17K sold.
Plante Moran Financial Advisors first reported a position in AMLP in Q2 2013 and held it in 37 quarters. The position peaked at $230K in Q3 2016. 817 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.
- Plante Moran Financial Advisors reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
- Plante Moran Financial Advisors sold 110 Alerian MLP ETF shares in Q1 2026, an estimated $5.17K.
- Plante Moran Financial Advisors first reported a position in Alerian MLP ETF in Q2 2013 and held it in 37 quarters.
- Plante Moran Financial Advisors's Alerian MLP ETF position peaked at $230K in Q3 2016.
- 817 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.