Stephens Consulting’s Alerian MLP ETF AMLP Stock Holding History

Stephens Consulting’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	-400	Closed	-$15.5K	–	502
2023 Q1	$15.5K	Hold	400	–	–	0.01%	269
2022 Q4	$15.2K	Sell	400 -400	-50%	-$15.7K	0.01%	250
2022 Q3	$29.2K	Hold	800	–	–	0.03%	218
2022 Q2	$27.6K	Hold	800	–	–	0.02%	221
2022 Q1	$30.6K	Hold	800	–	–	0.03%	230
2021 Q4	$26.2K	Buy	+800	New	+$27.1K	0.02%	268

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Stephens Consulting's AMLP Position: Q2 2023 in Review

Stephens Consulting sold out of Alerian MLP ETF (AMLP) in Q2 2023, closing a stake of 400 shares — an estimated $15.5K sold.

Stephens Consulting first reported a position in AMLP in Q4 2021 and held it in 6 quarters. The position peaked at $30.6K in Q1 2022. 542 funds tracked by Wall St. Rank hold AMLP as of Q2 2023.

Stephens Consulting reported no remaining Alerian MLP ETF position as of Q2 2023 after selling out during the quarter.
Stephens Consulting sold 400 Alerian MLP ETF shares in Q2 2023, an estimated $15.5K.
Stephens Consulting first reported a position in Alerian MLP ETF in Q4 2021 and held it in 6 quarters.
Stephens Consulting's Alerian MLP ETF position peaked at $30.6K in Q1 2022.
542 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2023.

Based on Stephens Consulting's 13F filing for Q2 2023, filed 21 Jul 2023.