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SG3 Management’s Alerian MLP ETF AMLP Stock Holding History

SG3 Management’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
Q1 		– Sell
-55,000
Closed -$1.8M – 938
2021
Q4 		$1.8M Sell
55,000
-17,600
-24% -$596K 0.04% 362
2021
Q3 		$2.42M Buy
72,600
+17,600
+32% +$588K 0.07% 265
2021
Q2 		$2M Sell
55,000
-33,900
-38% -$1.16M 0.07% 314
2021
Q1 		$2.71M Buy
+88,900
New +$2.6M 0.07% 324
2019
Q3 		– Sell
-10,000
Closed -$493K – 330
2019
Q2 		$493K Sell
10,000
-5,000
-33% -$247K 0.05% 223
2019
Q1 		$752K Buy
+15,000
New +$735K 0.07% 163

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return