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 $1.66T 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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.