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Richwood Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Richwood Investment Advisors’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
Q2 		– Sell
-5,314
Closed -$204K – 108
2022
Q1 		$204K Sell
5,314
-119
-2% -$4.38K 0.18% 115
2021
Q4 		$178K Buy
+5,433
New +$184K 0.16% 113

Other funds holding AMLP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Richwood Investment Advisors's AMLP Position: Q2 2022 in Review

Richwood Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2022, closing a stake of 5,314 shares — an estimated $204K sold.

Richwood Investment Advisors first reported a position in AMLP in Q4 2021 and held it in 2 quarters. The position peaked at $204K in Q1 2022. 505 funds tracked by Wall St. Rank hold AMLP as of Q2 2022.

  • Richwood Investment Advisors reported no remaining Alerian MLP ETF position as of Q2 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 5,314 Alerian MLP ETF shares in Q2 2022, an estimated $204K.
  • Richwood Investment Advisors first reported a position in Alerian MLP ETF in Q4 2021 and held it in 2 quarters.
  • Richwood Investment Advisors's Alerian MLP ETF position peaked at $204K in Q1 2022.
  • 505 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2022.

Based on Richwood Investment Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.