RPCONE
AMLP icon

Retirement Planning Company of New England’s Alerian MLP ETF AMLP Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-2,900
Closed -$94K – 252
2021
Q4 		$94K Buy
+2,900
New +$98.2K 0.05% 312

Other funds holding AMLP

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Planning Company of New England's AMLP Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Alerian MLP ETF (AMLP) in Q1 2022, closing a stake of 2,900 shares — an estimated $94K sold.

Retirement Planning Company of New England first reported a position in AMLP in Q4 2021 and held it in 1 quarter. The position peaked at $94K in Q4 2021. 497 funds tracked by Wall St. Rank hold AMLP as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Alerian MLP ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 2,900 Alerian MLP ETF shares in Q1 2022, an estimated $94K.
  • Retirement Planning Company of New England first reported a position in Alerian MLP ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Alerian MLP ETF position peaked at $94K in Q4 2021.
  • 497 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.