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SWS Partners’s Alerian MLP ETF AMLP Stock Holding History

SWS Partners’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
Q3 		– Sell
-1,544
Closed -$74.1K – 120
2024
Q2 		$74.1K Buy
+1,544
New +$72.1K 0.02% 145
2020
Q2 		– Sell
-5,226
Closed -$90K – 75
2020
Q1 		$90K Buy
+5,226
New +$177K 0.06% 111
2019
Q3 		– Sell
-2,409
Closed -$120K – 115
2019
Q2 		$120K Buy
+2,409
New +$119K 0.08% 119
2018
Q4 		$112K Sell
2,569
-542
-17% -$26.6K 0.08% 100
2018
Q3 		$166K Sell
3,111
-114
-4% -$6.15K 0.11% 101
2018
Q2 		$163K Sell
3,225
-240
-7% -$12.2K 0.11% 98
2018
Q1 		$161K Buy
3,465
+2,755
+388% +$147K 0.12% 73
2017
Q4 		$38K Buy
+710
New +$38K 0.03% 170

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

SWS Partners's AMLP Position: Q3 2024 in Review

SWS Partners sold out of Alerian MLP ETF (AMLP) in Q3 2024, closing a stake of 1,544 shares — an estimated $74.1K sold.

SWS Partners first reported a position in AMLP in Q4 2017 and held it in 8 quarters. The position peaked at $166K in Q3 2018. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

  • SWS Partners reported no remaining Alerian MLP ETF position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 1,544 Alerian MLP ETF shares in Q3 2024, an estimated $74.1K.
  • SWS Partners first reported a position in Alerian MLP ETF in Q4 2017 and held it in 8 quarters.
  • SWS Partners's Alerian MLP ETF position peaked at $166K in Q3 2018.
  • 653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.