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Sheets Smith Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Sheets Smith Wealth 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
2023
Q4 		– Sell
-242
Closed -$10.2K – 356
2023
Q3 		$10.2K Buy
+242
New +$9.93K ﹤0.01% 451

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sheets Smith Wealth Management's AMLP Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Alerian MLP ETF (AMLP) in Q4 2023, closing a stake of 242 shares — an estimated $10.2K sold.

Sheets Smith Wealth Management first reported a position in AMLP in Q3 2023 and held it in 1 quarter. The position peaked at $10.2K in Q3 2023. 609 funds tracked by Wall St. Rank hold AMLP as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Alerian MLP ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 242 Alerian MLP ETF shares in Q4 2023, an estimated $10.2K.
  • Sheets Smith Wealth Management first reported a position in Alerian MLP ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Alerian MLP ETF position peaked at $10.2K in Q3 2023.
  • 609 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.