S.C. Financial Services’s Alerian MLP ETF AMLP Stock Holding History

S.C. Financial Services’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 Q4	–	Sell	-5,640	Closed	-$206K	–	122
2022 Q3	$206K	Buy	+5,640	New	+$215K	0.33%	104
2022 Q2	–	Sell	-7,640	Closed	-$293K	–	119
2022 Q1	$293K	Hold	7,640	–	–	0.38%	88
2021 Q4	$274K	Buy	+7,640	New	+$259K	0.31%	98

Other funds holding AMLP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

S.C. Financial Services's AMLP Position: Q4 2022 in Review

S.C. Financial Services sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 5,640 shares — an estimated $206K sold.

S.C. Financial Services first reported a position in AMLP in Q4 2021 and held it in 3 quarters. The position peaked at $293K in Q1 2022. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

S.C. Financial Services reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
S.C. Financial Services sold 5,640 Alerian MLP ETF shares in Q4 2022, an estimated $206K.
S.C. Financial Services first reported a position in Alerian MLP ETF in Q4 2021 and held it in 3 quarters.
S.C. Financial Services's Alerian MLP ETF position peaked at $293K in Q1 2022.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.