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Sonora Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Sonora Investment 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
2021
Q3 		$24K Hold
733
– – ﹤0.01% 582
2021
Q2 		$27K Hold
733
– – ﹤0.01% 510
2021
Q1 		$22K Hold
733
– – ﹤0.01% 928
2020
Q4 		$19K Hold
733
– – ﹤0.01% 945
2020
Q3 		$15K Hold
733
– – ﹤0.01% 1016
2020
Q2 		$18K Buy
733
+135
+23% +$3.31K ﹤0.01% 831
2020
Q1 		$10K Buy
598
+198
+50% +$6.71K ﹤0.01% 1047
2019
Q4 		$17K Sell
400
-628
-61% -$26.4K ﹤0.01% 945
2019
Q3 		$47K Hold
1,028
– – ﹤0.01% 557
2019
Q2 		$51K Hold
1,028
– – 0.01% 528
2019
Q1 		$52K Sell
1,028
-76
-7% -$3.73K 0.01% 465
2018
Q4 		$48K Buy
1,104
+504
+84% +$24.7K 0.01% 414
2018
Q3 		$32K Sell
600
-1,074
-64% -$57.9K ﹤0.01% 494
2018
Q2 		$85K Buy
1,674
+178
+12% +$9.02K 0.01% 297
2018
Q1 		$70.1K Buy
1,496
+668
+81% +$35.7K 0.01% 315
2017
Q4 		$44.7K Sell
828
-149
-15% -$7.97K 0.01% 418
2017
Q3 		$54.8K Buy
977
+178
+22% +$10.2K 0.01% 337
2017
Q2 		$47.8K Hold
799
– – 0.01% 352
2017
Q1 		$50.8K Buy
799
+400
+100% +$25.7K 0.01% 334
2016
Q4 		$25.1K Buy
399
+199
+100% +$12.3K 0.01% 407
2016
Q3 		$12.7K Sell
200
-196
-49% -$12.4K ﹤0.01% 535
2016
Q2 		$25.2K Buy
396
+196
+98% +$11.8K 0.01% 391
2016
Q1 		$12K Hold
200
– – ﹤0.01% 581
2015
Q4 		$12K Buy
+200
New +$12.5K ﹤0.01% 481

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Sonora Investment Management's AMLP Position: Q3 2021 in Review

Sonora Investment Management held its Alerian MLP ETF (AMLP) position steady in Q3 2021 at 733 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Sonora Investment Management first reported a position in AMLP in Q4 2015 and has held it in 24 quarters since. The position peaked at $85K in Q2 2018. 443 funds tracked by Wall St. Rank hold AMLP as of Q3 2021.

  • Sonora Investment Management held 733 shares of Alerian MLP ETF worth $24K as of Q3 2021.
  • Sonora Investment Management left its Alerian MLP ETF share count unchanged in Q3 2021.
  • Alerian MLP ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #582 holding.
  • Sonora Investment Management first reported a position in Alerian MLP ETF in Q4 2015 and has held it in 24 quarters since.
  • Sonora Investment Management's Alerian MLP ETF position peaked at $85K in Q2 2018.
  • 443 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.