Selective Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-447
Closed -$16K 152
2022
Q3
$16K Hold
447
0.01% 457
2022
Q2
$15K Hold
447
0.01% 504
2022
Q1
$17K Buy
+447
New +$16.4K 0.01% 463

Other funds holding AMLP

Selective Wealth Management's AMLP Position: Q4 2022 in Review

Selective Wealth Management sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 447 shares — an estimated $16K sold.

Selective Wealth Management first reported a position in AMLP in Q1 2022 and held it in 3 quarters. The position peaked at $17K in Q1 2022. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

  • Selective Wealth Management reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 447 Alerian MLP ETF shares in Q4 2022, an estimated $16K.
  • Selective Wealth Management first reported a position in Alerian MLP ETF in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Alerian MLP ETF position peaked at $17K in Q1 2022.
  • 533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.