Safe Harbor Fiduciary’s Alerian MLP ETF AMLP Stock Holding History

Safe Harbor Fiduciary’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
2024 Q4	–	Sell	-387	Closed	-$18.2K	–	199
2024 Q3	$18.2K	Buy	+387	New	+$18.3K	0.02%	124

Other funds holding AMLP

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

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

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

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

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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Safe Harbor Fiduciary's AMLP Position: Q4 2024 in Review

Safe Harbor Fiduciary sold out of Alerian MLP ETF (AMLP) in Q4 2024, closing a stake of 387 shares — an estimated $18.2K sold.

Safe Harbor Fiduciary first reported a position in AMLP in Q3 2024 and held it in 1 quarter. The position peaked at $18.2K in Q3 2024. 720 funds tracked by Wall St. Rank hold AMLP as of Q4 2024.

Safe Harbor Fiduciary reported no remaining Alerian MLP ETF position as of Q4 2024 after selling out during the quarter.
Safe Harbor Fiduciary sold 387 Alerian MLP ETF shares in Q4 2024, an estimated $18.2K.
Safe Harbor Fiduciary first reported a position in Alerian MLP ETF in Q3 2024 and held it in 1 quarter.
Safe Harbor Fiduciary's Alerian MLP ETF position peaked at $18.2K in Q3 2024.
720 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2024.

Based on Safe Harbor Fiduciary's 13F filing for Q4 2024, filed 14 Feb 2025.