Sutton Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Sutton Wealth Advisors’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	-1,000	Closed	-$38.1K	–	838
2022 Q4	$38.1K	Buy	+1,000	New	+$39.3K	0.01%	472
2018 Q4	–	Sell	-257	Closed	-$13.7K	–	1133
2018 Q3	$13.7K	Buy	+257	New	+$13.9K	0.01%	709
2018 Q2	–	Sell	-12	Closed	-$562	–	1130
2018 Q1	$562	Buy	+12	New	+$641	﹤0.01%	1086
2017 Q4	–	Sell	-232	Closed	-$13K	–	1080
2017 Q3	$13K	Hold	232	–	–	0.01%	695
2017 Q2	$13.9K	Hold	232	–	–	0.01%	662
2017 Q1	$14.7K	Hold	232	–	–	0.01%	612
2016 Q4	$14.6K	Hold	232	–	–	0.01%	589
2016 Q3	$14.7K	Buy	+232	New	+$14.7K	0.01%	554
2016 Q2	–	Sell	-598	Closed	-$32.7K	–	1025
2016 Q1	$32.7K	Buy	+598	New	+$30.4K	0.03%	316

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

Sutton Wealth Advisors's AMLP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2023, closing a stake of 1,000 shares — an estimated $38.1K sold.

Sutton Wealth Advisors first reported a position in AMLP in Q1 2016 and held it in 9 quarters. The position peaked at $38.1K in Q4 2022. 545 funds tracked by Wall St. Rank hold AMLP as of Q1 2023.

Sutton Wealth Advisors reported no remaining Alerian MLP ETF position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,000 Alerian MLP ETF shares in Q1 2023, an estimated $38.1K.
Sutton Wealth Advisors first reported a position in Alerian MLP ETF in Q1 2016 and held it in 9 quarters.
Sutton Wealth Advisors's Alerian MLP ETF position peaked at $38.1K in Q4 2022.
545 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.