Simplicity Solutions’s Alerian MLP ETF AMLP Stock Holding History

Simplicity Solutions’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	-6,187	Closed	-$226K	–	671
2022 Q3	$226K	Buy	+6,187	New	+$235K	0.03%	551
2019 Q2	–	Sell	-50,370	Closed	-$2.53M	–	661
2019 Q1	$2.53M	Sell	50,370 -9,039	-15%	-$443K	0.15%	126
2018 Q4	$2.59M	Buy	+59,409	New	+$2.91M	0.34%	78
2017 Q3	–	Sell	-3,407	Closed	-$204K	–	214
2017 Q2	$204K	Buy	3,407 +370	+12%	+$22.5K	0.02%	393
2017 Q1	$193K	Buy	3,037 +984	+48%	+$63.2K	0.03%	387
2016 Q4	$129K	Buy	+2,053	New	+$127K	0.03%	334
2016 Q2	–	Sell	-2,115	Closed	-$115K	–	217
2016 Q1	$115K	Sell	2,115 -4,286	-67%	-$218K	0.07%	199
2015 Q4	$386K	Buy	+6,401	New	+$401K	0.05%	500
2015 Q1	–	Sell	-3,379	Closed	-$296K	–	83
2014 Q4	$296K	Buy	+3,379	New	+$306K	0.35%	66

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

Simplicity Solutions's AMLP Position: Q4 2022 in Review

Simplicity Solutions sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 6,187 shares — an estimated $226K sold.

Simplicity Solutions first reported a position in AMLP in Q4 2014 and held it in 9 quarters. The position peaked at $2.59M in Q4 2018. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

Simplicity Solutions reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
Simplicity Solutions sold 6,187 Alerian MLP ETF shares in Q4 2022, an estimated $226K.
Simplicity Solutions first reported a position in Alerian MLP ETF in Q4 2014 and held it in 9 quarters.
Simplicity Solutions's Alerian MLP ETF position peaked at $2.59M in Q4 2018.
533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on Simplicity Solutions's 13F filing for Q4 2022, filed 2 Feb 2023.