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Ridgewood Investments’s Alerian MLP ETF AMLP Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-1,075
Closed -$51.6K – 730
2024
Q2 		$51.6K Buy
+1,075
New +$50.2K 0.03% 314
2023
Q3 		– Sell
-1,075
Closed -$42.2K – 205
2023
Q2 		$42.2K Hold
1,075
– – 0.02% 349
2023
Q1 		$41.6K Buy
+1,075
New +$42.1K 0.03% 370
2020
Q2 		– Sell
-2,232
Closed -$38K – 169
2020
Q1 		$38K Sell
2,232
-221
-9% -$7.49K 0.04% 151
2019
Q4 		$104K Buy
2,453
+1
+0% +$42 0.07% 186
2019
Q3 		$112K Buy
2,452
+1
+0% +$47 0.09% 176
2019
Q2 		$121K Sell
2,451
-69
-3% -$3.41K 0.09% 175
2019
Q1 		$126K Buy
2,520
+189
+8% +$9.27K 0.1% 175
2018
Q4 		$124K Hold
2,331
– – 0.1% 161
2018
Q3 		$124K Buy
2,331
+53
+2% +$2.86K 0.1% 162
2018
Q2 		$115K Buy
2,278
+48
+2% +$2.43K 0.1% 148
2018
Q1 		$104K Sell
2,230
-110
-5% -$5.88K 0.1% 142
2017
Q4 		$126K Buy
2,340
+41
+2% +$2.19K 0.11% 137
2017
Q3 		$129K Buy
2,299
+31
+1% +$1.77K 0.12% 135
2017
Q2 		$136K Sell
2,268
-231
-9% -$14.1K 0.14% 133
2017
Q1 		$159K Buy
2,499
+214
+9% +$13.7K 0.17% 128
2016
Q4 		$143K Buy
+2,285
New +$141K 0.17% 113

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Ridgewood Investments's AMLP Position: Q3 2024 in Review

Ridgewood Investments sold out of Alerian MLP ETF (AMLP) in Q3 2024, closing a stake of 1,075 shares — an estimated $51.6K sold.

Ridgewood Investments first reported a position in AMLP in Q4 2016 and held it in 17 quarters. The position peaked at $159K in Q1 2017. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

  • Ridgewood Investments reported no remaining Alerian MLP ETF position as of Q3 2024 after selling out during the quarter.
  • Ridgewood Investments sold 1,075 Alerian MLP ETF shares in Q3 2024, an estimated $51.6K.
  • Ridgewood Investments first reported a position in Alerian MLP ETF in Q4 2016 and held it in 17 quarters.
  • Ridgewood Investments's Alerian MLP ETF position peaked at $159K in Q1 2017.
  • 653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.