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Sabal Trust’s Alerian MLP ETF AMLP Stock Holding History

Sabal Trust’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
-7,235
Closed -$241K – 155
2021
Q3 		$241K Hold
7,235
– – 0.02% 139
2021
Q2 		$263K Sell
7,235
-300
-4% -$10.3K 0.02% 132
2021
Q1 		$230K Buy
+7,535
New +$220K 0.02% 139
2018
Q3 		– Sell
-3,724
Closed -$188K – 136
2018
Q2 		$188K Sell
3,724
-11,646
-76% -$590K 0.02% 128
2018
Q1 		$720K Buy
15,370
+754
+5% +$40.3K 0.07% 81
2017
Q4 		$789K Buy
14,616
+753
+5% +$40.3K 0.08% 68
2017
Q3 		$777K Buy
13,863
+2,228
+19% +$127K 0.08% 67
2017
Q2 		$696K Buy
11,635
+105
+0.9% +$6.4K 0.07% 67
2017
Q1 		$733K Sell
11,530
-615
-5% -$39.5K 0.08% 67
2016
Q4 		$765K Buy
12,145
+565
+5% +$34.9K 0.08% 64
2016
Q3 		$735K Sell
11,580
-26
-0.2% -$1.64K 0.08% 67
2016
Q2 		$738K Buy
+11,606
New +$699K 0.09% 59
2016
Q1 		– Sell
-11,872
Closed -$715K – 123
2015
Q4 		$715K Sell
11,872
-1,199
-9% -$75K 0.09% 63
2015
Q3 		$816K Sell
13,071
-79
-0.6% -$5.75K 0.11% 53
2015
Q2 		$1.02M Buy
13,150
+629
+5% +$52.3K 0.13% 56
2015
Q1 		$1.04M Buy
12,521
+654
+6% +$55.2K 0.14% 55
2014
Q4 		$1.04M Buy
11,867
+192
+2% +$17.4K 0.13% 55
2014
Q3 		$1.12M Sell
11,675
-125
-1% -$11.8K 0.15% 50
2014
Q2 		$1.12M Sell
11,800
-684
-5% -$62.3K 0.16% 50
2014
Q1 		$1.1M Buy
12,484
+711
+6% +$62.4K 0.16% 50
2013
Q4 		$1.05M Buy
11,773
+77
+0.7% +$6.76K 0.15% 52
2013
Q3 		$1.03M Sell
11,696
-59
-0.5% -$5.2K 0.16% 50
2013
Q2 		$1.05M Buy
+11,755
New +$1.04M 0.17% 52

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Sabal Trust's AMLP Position: Q4 2021 in Review

Sabal Trust sold out of Alerian MLP ETF (AMLP) in Q4 2021, closing a stake of 7,235 shares — an estimated $241K sold.

Sabal Trust first reported a position in AMLP in Q2 2013 and held it in 23 quarters. The position peaked at $1.12M in Q2 2014. 473 funds tracked by Wall St. Rank hold AMLP as of Q4 2021.

  • Sabal Trust reported no remaining Alerian MLP ETF position as of Q4 2021 after selling out during the quarter.
  • Sabal Trust sold 7,235 Alerian MLP ETF shares in Q4 2021, an estimated $241K.
  • Sabal Trust first reported a position in Alerian MLP ETF in Q2 2013 and held it in 23 quarters.
  • Sabal Trust's Alerian MLP ETF position peaked at $1.12M in Q2 2014.
  • 473 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2021.

Based on Sabal Trust's 13F filing for Q4 2021, filed 21 Jan 2022.