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Royal Fund Management’s Alerian MLP ETF AMLP Stock Holding History

Royal Fund 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
2023
Q4 		– Sell
-5,254
Closed -$222K – 301
2023
Q3 		$222K Buy
+5,254
New +$216K 0.03% 246
2018
Q3 		– Sell
-38
Closed -$1K – 513
2018
Q2 		$1K Buy
38
+19
+100% +$963 ﹤0.01% 502
2018
Q1 		$0 Sell
19
-436
-96% -$23.3K ﹤0.01% 528
2017
Q4 		$24K Buy
455
+436
+2,295% +$23.3K 0.01% 270
2017
Q3 		$1K Hold
19
– – ﹤0.01% 423
2017
Q2 		$1K Hold
19
– – ﹤0.01% 398
2017
Q1 		$1K Sell
19
-60
-76% -$3.85K ﹤0.01% 375
2016
Q4 		$4K Buy
+79
New +$4.88K ﹤0.01% 310

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Fund Management's AMLP Position: Q4 2023 in Review

Royal Fund Management sold out of Alerian MLP ETF (AMLP) in Q4 2023, closing a stake of 5,254 shares — an estimated $222K sold.

Royal Fund Management first reported a position in AMLP in Q4 2016 and held it in 8 quarters. The position peaked at $222K in Q3 2023. 609 funds tracked by Wall St. Rank hold AMLP as of Q4 2023.

  • Royal Fund Management reported no remaining Alerian MLP ETF position as of Q4 2023 after selling out during the quarter.
  • Royal Fund Management sold 5,254 Alerian MLP ETF shares in Q4 2023, an estimated $222K.
  • Royal Fund Management first reported a position in Alerian MLP ETF in Q4 2016 and held it in 8 quarters.
  • Royal Fund Management's Alerian MLP ETF position peaked at $222K in Q3 2023.
  • 609 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2023.

Based on Royal Fund Management's 13F filing for Q4 2023, filed 6 Feb 2024.