Stelac Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

Stelac Advisory Services’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 Q2	–	Sell	-5,770	Closed	-$223K	–	156
2023 Q1	$223K	Buy	+5,770	New	+$226K	0.1%	120
2021 Q2	–	Sell	-3,370	Closed	-$103K	–	287
2021 Q1	$103K	Sell	3,370 -5,943	-64%	-$174K	0.04%	226
2020 Q4	$239K	Hold	9,313	–	–	0.06%	158
2020 Q3	$186K	Hold	9,313	–	–	0.06%	137
2020 Q2	$230K	Buy	+9,313	New	+$228K	0.09%	102
2020 Q1	–	Sell	-11,030	Closed	-$469K	–	118
2019 Q4	$469K	Buy	11,030 +3,646	+49%	+$153K	0.34%	38
2019 Q3	$337K	Hold	7,384	–	–	0.24%	47
2019 Q2	$364K	Hold	7,384	–	–	0.28%	42
2019 Q1	$322K	Hold	7,384	–	–	0.16%	44
2018 Q4	$322K	Buy	7,384 +6,169	+508%	+$303K	0.16%	41
2018 Q3	$150K	Buy	+1,215	New	+$65.5K	0.04%	97
2015 Q1	–	Sell	-2,840	Closed	-$249K	–	42
2014 Q4	$249K	Buy	+2,840	New	+$257K	0.07%	30

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 $1.09B AUM 11.58% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Stelac Advisory Services's AMLP Position: Q2 2023 in Review

Stelac Advisory Services sold out of Alerian MLP ETF (AMLP) in Q2 2023, closing a stake of 5,770 shares — an estimated $223K sold.

Stelac Advisory Services first reported a position in AMLP in Q4 2014 and held it in 12 quarters. The position peaked at $469K in Q4 2019. 542 funds tracked by Wall St. Rank hold AMLP as of Q2 2023.

Stelac Advisory Services reported no remaining Alerian MLP ETF position as of Q2 2023 after selling out during the quarter.
Stelac Advisory Services sold 5,770 Alerian MLP ETF shares in Q2 2023, an estimated $223K.
Stelac Advisory Services first reported a position in Alerian MLP ETF in Q4 2014 and held it in 12 quarters.
Stelac Advisory Services's Alerian MLP ETF position peaked at $469K in Q4 2019.
542 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2023.

Based on Stelac Advisory Services's 13F filing for Q2 2023, filed 10 Aug 2023.