Stonehage Fleming Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Stonehage Fleming Financial 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
2024 Q2	–	Sell	-1,500	Closed	-$58K	–	226
2024 Q1	$58K	Buy	+1,500	New	+$67.4K	﹤0.01%	128
2023 Q2	–	Sell	-1,500	Closed	-$58K	–	201
2023 Q1	$58K	Hold	1,500	–	–	﹤0.01%	128
2022 Q4	$57.1K	Hold	1,500	–	–	﹤0.01%	126
2022 Q3	$54K	Buy	+1,500	New	+$57.1K	﹤0.01%	134

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stonehage Fleming Financial Services's AMLP Position: Q2 2024 in Review

Stonehage Fleming Financial Services sold out of Alerian MLP ETF (AMLP) in Q2 2024, closing a stake of 1,500 shares — an estimated $58K sold.

Stonehage Fleming Financial Services first reported a position in AMLP in Q3 2022 and held it in 4 quarters. The position peaked at $58K in Q1 2024. 647 funds tracked by Wall St. Rank hold AMLP as of Q2 2024.

Stonehage Fleming Financial Services reported no remaining Alerian MLP ETF position as of Q2 2024 after selling out during the quarter.
Stonehage Fleming Financial Services sold 1,500 Alerian MLP ETF shares in Q2 2024, an estimated $58K.
Stonehage Fleming Financial Services first reported a position in Alerian MLP ETF in Q3 2022 and held it in 4 quarters.
Stonehage Fleming Financial Services's Alerian MLP ETF position peaked at $58K in Q1 2024.
647 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2024.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2024, filed 5 Aug 2024.