Sargent Bickham Lagudis’s Alerian MLP ETF AMLP Stock Holding History

Sargent Bickham Lagudis’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	$290K	Hold	7,616	–	–	0.02%	232
2022 Q3	$278K	Hold	7,616	–	–	0.02%	218
2022 Q2	$262K	Buy	7,616 +4,782	+169%	+$184K	0.02%	222
2022 Q1	$109K	Buy	2,834 +2,751	+3,314%	+$101K	0.01%	324
2021 Q4	$3K	Hold	83	–	–	﹤0.01%	846
2021 Q3	$3K	Sell	83 -5,475	-99%	-$183K	﹤0.01%	845
2021 Q2	$202K	Buy	5,558 +257	+5%	+$8.82K	0.02%	252
2021 Q1	$162K	Buy	5,301 +5,212	+5,856%	+$152K	0.01%	267
2020 Q4	$2K	Buy	89 +83	+1,383%	+$2K	﹤0.01%	799
2020 Q3	$0	Hold	6	–	–	﹤0.01%	789
2020 Q2	$0	Sell	6 -67	-92%	-$1.64K	﹤0.01%	765
2020 Q1	$1K	Sell	73 -133	-65%	-$4.5K	﹤0.01%	725
2019 Q4	$9K	Hold	206	–	–	﹤0.01%	617
2019 Q3	$9K	Hold	206	–	–	﹤0.01%	572
2019 Q2	$10K	Hold	206	–	–	﹤0.01%	586
2019 Q1	$10K	Sell	206 -631	-75%	-$30.9K	﹤0.01%	606
2018 Q4	$37K	Sell	837 -773	-48%	-$37.9K	﹤0.01%	406
2018 Q3	$86K	Hold	1,610	–	–	0.01%	295
2018 Q2	$81K	Sell	1,610 -421	-21%	-$21.3K	0.01%	295
2018 Q1	$95K	Sell	2,031 -268	-12%	-$14.3K	0.01%	277
2017 Q4	$124K	Sell	2,299 -639	-22%	-$34.2K	0.01%	260
2017 Q3	$165K	Buy	2,938 +152	+5%	+$8.69K	0.02%	232
2017 Q2	$167K	Sell	2,786 -224	-7%	-$13.7K	0.02%	220
2017 Q1	$191K	Buy	3,010 +320	+12%	+$20.6K	0.02%	212
2016 Q4	$169K	Sell	2,690 -1,890	-41%	-$117K	0.03%	214
2016 Q3	$291	Sell	4,580 -12	-0.3%	-$759	0.04%	170
2016 Q2	$292K	Sell	4,592 -170	-4%	-$10.2K	0.05%	168
2016 Q1	$260K	Buy	+4,762	New	+$242K	0.04%	177

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

Sargent Bickham Lagudis's AMLP Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Alerian MLP ETF (AMLP) position steady in Q4 2022 at 7,616 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #232.

Sargent Bickham Lagudis first reported a position in AMLP in Q1 2016 and has held it in 28 quarters since. The position peaked at $292K in Q2 2016. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

Sargent Bickham Lagudis held 7,616 shares of Alerian MLP ETF worth $290K as of Q4 2022.
Sargent Bickham Lagudis left its Alerian MLP ETF share count unchanged in Q4 2022.
Alerian MLP ETF made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #232 holding.
Sargent Bickham Lagudis first reported a position in Alerian MLP ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Alerian MLP ETF position peaked at $292K in Q2 2016.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.