Raymond James & Associates’s Alerian MLP ETF AMLP Stock Holding History

Raymond James & 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
2018 Q1	–	Sell	-2,180	Closed	-$1K	–	3469
2017 Q4	$1K	Hold	2,180	–	–	﹤0.01%	3409
2017 Q3	$1K	Hold	2,180	–	–	﹤0.01%	3390
2017 Q2	$1K	Buy	+2,180	New	+$133K	﹤0.01%	3331
2016 Q3	–	Sell	-5,320	Closed	-$47K	–	3219
2016 Q2	$47K	Buy	5,320 +1,160	+28%	+$69.9K	﹤0.01%	2875
2016 Q1	$23K	Buy	+4,160	New	+$211K	﹤0.01%	2842

Other funds holding AMLP

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Raymond James & Associates's AMLP Position: Q3 2024 in Review

Raymond James & Associates increased its Alerian MLP ETF (AMLP) stake by 2.4% in Q3 2024, buying an estimated $1.17M and bringing the position to 1,061,519 shares worth $50M. The position accounts for 0.03% of the portfolio, ranked #440.

Raymond James & Associates first reported a position in AMLP in Q2 2013 and has held it in 46 quarters since. The position peaked at $68.2M in Q1 2024. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

Raymond James & Associates held 1,061,519 shares of Alerian MLP ETF worth $50M as of Q3 2024.
Raymond James & Associates bought 24,674 Alerian MLP ETF shares in Q3 2024, an estimated $1.17M.
Alerian MLP ETF made up 0.03% of Raymond James & Associates's portfolio in Q3 2024, its #440 holding.
Raymond James & Associates first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 46 quarters since.
Raymond James & Associates's Alerian MLP ETF position peaked at $68.2M in Q1 2024.
653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.