Sourcerock Group’s Alerian MLP ETF AMLP Stock Holding History

Sourcerock Group’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 Q1	–	Sell	-80,400	Closed	-$3.06M	–	28
2022 Q4	$3.06M	Buy	+80,400	New	+$3.16M	0.58%	17

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sourcerock Group's AMLP Position: Q1 2023 in Review

Sourcerock Group sold out of Alerian MLP ETF (AMLP) in Q1 2023, closing a stake of 80,400 shares — an estimated $3.06M sold.

Sourcerock Group first reported a position in AMLP in Q4 2022 and held it in 1 quarter. The position peaked at $3.06M in Q4 2022. 545 funds tracked by Wall St. Rank hold AMLP as of Q1 2023.

Sourcerock Group reported no remaining Alerian MLP ETF position as of Q1 2023 after selling out during the quarter.
Sourcerock Group sold 80,400 Alerian MLP ETF shares in Q1 2023, an estimated $3.06M.
Sourcerock Group first reported a position in Alerian MLP ETF in Q4 2022 and held it in 1 quarter.
Sourcerock Group's Alerian MLP ETF position peaked at $3.06M in Q4 2022.
545 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2023.

Based on Sourcerock Group's 13F filing for Q1 2023, filed 12 May 2023.