Simmons Bank’s Alerian MLP ETF AMLP Stock Holding History

Simmons Bank’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	–	Sell	-7,084	Closed	-$259K	–	339
2022 Q3	$259K	Sell	7,084 -216	-3%	-$8.22K	0.02%	302
2022 Q2	$251K	Sell	7,300 -100	-1%	-$3.84K	0.02%	318
2022 Q1	$283K	Sell	7,400 -255	-3%	-$9.38K	0.02%	325
2021 Q4	$251K	Sell	7,655 -1,284	-14%	-$43.5K	0.02%	354
2021 Q3	$298K	Buy	8,939 +719	+9%	+$24K	0.02%	331
2021 Q2	$299K	Sell	8,220 -280	-3%	-$9.61K	0.02%	332
2021 Q1	$259K	Sell	8,500 -214	-2%	-$6.25K	0.02%	329
2020 Q4	$223K	Buy	+8,714	New	+$209K	0.02%	339
2020 Q3	–	Sell	-11,954	Closed	-$295K	–	341
2020 Q2	$295K	Sell	11,954 -371	-3%	-$9.09K	0.02%	304
2020 Q1	$212K	Sell	12,325 -935	-7%	-$31.7K	0.02%	318
2019 Q4	$563K	Sell	13,260 -7,733	-37%	-$325K	0.05%	246
2019 Q3	$960K	Sell	20,993 -293	-1%	-$13.9K	0.09%	184
2019 Q2	$1.05M	Sell	21,286 -545	-2%	-$27K	0.1%	171
2019 Q1	$1.09M	Buy	21,831 +202	+0.9%	+$9.9K	0.11%	165
2018 Q4	$944K	Buy	21,629 +3,015	+16%	+$148K	0.11%	161
2018 Q3	$994K	Sell	18,614 -161	-0.9%	-$8.68K	0.1%	165
2018 Q2	$948K	Sell	18,775 -1,107	-6%	-$56.1K	0.09%	177
2018 Q1	$931K	Sell	19,882 -510	-3%	-$27.3K	0.08%	172
2017 Q4	$1.1M	Sell	20,392 -3,623	-15%	-$194K	0.11%	145
2017 Q3	$1.35M	Sell	24,015 -948	-4%	-$54.2K	0.14%	134
2017 Q2	$1.49M	Sell	24,963 -196	-0.8%	-$11.9K	0.17%	118
2017 Q1	$1.6M	Sell	25,159 -2,558	-9%	-$164K	0.18%	105
2016 Q4	$1.75M	Buy	27,717 +796	+3%	+$49.2K	0.2%	107
2016 Q3	$1.71M	Sell	26,921 -3,052	-10%	-$193K	0.19%	108
2016 Q2	$1.91M	Sell	29,973 -701	-2%	-$42.2K	0.21%	98
2016 Q1	$1.67M	Buy	+30,674	New	+$1.56M	0.19%	110

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

Simmons Bank's AMLP Position: Q4 2022 in Review

Simmons Bank sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 7,084 shares — an estimated $259K sold.

Simmons Bank first reported a position in AMLP in Q1 2016 and held it in 26 quarters. The position peaked at $1.91M in Q2 2016. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

Simmons Bank reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
Simmons Bank sold 7,084 Alerian MLP ETF shares in Q4 2022, an estimated $259K.
Simmons Bank first reported a position in Alerian MLP ETF in Q1 2016 and held it in 26 quarters.
Simmons Bank's Alerian MLP ETF position peaked at $1.91M in Q2 2016.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on Simmons Bank's 13F filing for Q4 2022, filed 8 Feb 2023.