RMR Wealth Builders’s Alerian MLP ETF AMLP Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-796	Closed	-$24K	–	197
2021 Q1	$24K	Buy	+796	New	+$23.2K	0.01%	483

Other funds holding AMLP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RMR Wealth Builders's AMLP Position: Q2 2021 in Review

RMR Wealth Builders sold out of Alerian MLP ETF (AMLP) in Q2 2021, closing a stake of 796 shares — an estimated $24K sold.

RMR Wealth Builders first reported a position in AMLP in Q1 2021 and held it in 1 quarter. The position peaked at $24K in Q1 2021. 478 funds tracked by Wall St. Rank hold AMLP as of Q2 2021.

RMR Wealth Builders reported no remaining Alerian MLP ETF position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 796 Alerian MLP ETF shares in Q2 2021, an estimated $24K.
RMR Wealth Builders first reported a position in Alerian MLP ETF in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Alerian MLP ETF position peaked at $24K in Q1 2021.
478 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.