Robertson Stephens Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Robertson Stephens Wealth Management’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 Q4	–	Sell	-13,683	Closed	-$456K	–	381
2021 Q3	$456K	Sell	13,683 -3,742	-21%	-$125K	0.05%	215
2021 Q2	$634K	Sell	17,425 -527	-3%	-$18.1K	0.08%	183
2021 Q1	$547K	Buy	17,952 +2,776	+18%	+$81.1K	0.09%	170
2020 Q4	$389K	Buy	15,176 +2,240	+17%	+$53.8K	0.08%	159
2020 Q3	$258K	Sell	12,936 -1	-0%	-$23	0.06%	189
2020 Q2	$319K	Buy	+12,937	New	+$317K	0.09%	136

Other funds holding AMLP

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Robertson Stephens Wealth Management's AMLP Position: Q4 2021 in Review

Robertson Stephens Wealth Management sold out of Alerian MLP ETF (AMLP) in Q4 2021, closing a stake of 13,683 shares — an estimated $456K sold.

Robertson Stephens Wealth Management first reported a position in AMLP in Q2 2020 and held it in 6 quarters. The position peaked at $634K in Q2 2021. 473 funds tracked by Wall St. Rank hold AMLP as of Q4 2021.

Robertson Stephens Wealth Management reported no remaining Alerian MLP ETF position as of Q4 2021 after selling out during the quarter.
Robertson Stephens Wealth Management sold 13,683 Alerian MLP ETF shares in Q4 2021, an estimated $456K.
Robertson Stephens Wealth Management first reported a position in Alerian MLP ETF in Q2 2020 and held it in 6 quarters.
Robertson Stephens Wealth Management's Alerian MLP ETF position peaked at $634K in Q2 2021.
473 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2021.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.