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Private Client Services’s Alerian MLP ETF AMLP Stock Holding History

Private Client Services’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
Q1 		– Sell
-10,873
Closed -$462K – 129
2023
Q4 		$462K Buy
+10,873
New +$461K 0.38% 79

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Client Services's AMLP Position: Q1 2024 in Review

Private Client Services sold out of Alerian MLP ETF (AMLP) in Q1 2024, closing a stake of 10,873 shares — an estimated $462K sold.

Private Client Services first reported a position in AMLP in Q4 2023 and held it in 1 quarter. The position peaked at $462K in Q4 2023. 639 funds tracked by Wall St. Rank hold AMLP as of Q1 2024.

  • Private Client Services reported no remaining Alerian MLP ETF position as of Q1 2024 after selling out during the quarter.
  • Private Client Services sold 10,873 Alerian MLP ETF shares in Q1 2024, an estimated $462K.
  • Private Client Services first reported a position in Alerian MLP ETF in Q4 2023 and held it in 1 quarter.
  • Private Client Services's Alerian MLP ETF position peaked at $462K in Q4 2023.
  • 639 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2024.

Based on Private Client Services's 13F filing for Q1 2024, filed 10 May 2024.