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

TCI 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	-75	Closed	-$2.85K	–	2519
2022 Q4	$2.85K	Hold	75	–	–	﹤0.01%	1880
2022 Q3	$3K	Buy	+75	New	+$2.85K	﹤0.01%	1722
2021 Q3	–	Sell	-210	Closed	-$8K	–	2367
2021 Q2	$8K	Buy	+210	New	+$7.21K	﹤0.01%	1080
2020 Q2	–	Sell	-88	Closed	-$2K	–	1452
2020 Q1	$2K	Buy	88 +53	+151%	+$1.79K	﹤0.01%	970
2019 Q4	$1K	Buy	35 +6	+21%	+$252	﹤0.01%	1274
2019 Q3	$1K	Buy	+29	New	+$1.37K	﹤0.01%	1215
2018 Q1	–	Sell	-1,018	Closed	-$55K	–	1345
2017 Q4	$55K	Buy	+1,018	New	+$54.5K	0.02%	323
2016 Q4	–	Sell	-231	Closed	-$15K	–	1350
2016 Q3	$15K	Buy	+231	New	+$14.6K	0.01%	484
2015 Q4	–	Sell	-193	Closed	-$12K	–	1019
2015 Q3	$12K	Buy	+193	New	+$14K	0.01%	467
2014 Q1	–	Sell	-2,008	Closed	-$179K	–	880
2013 Q4	$179K	Buy	+2,008	New	+$176K	0.11%	131

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 $1.09B AUM 11.58% 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

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

TCI Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2023, closing a stake of 75 shares — an estimated $2.85K sold.

TCI Wealth Advisors first reported a position in AMLP in Q4 2013 and held it in 10 quarters. The position peaked at $179K in Q4 2013. 545 funds tracked by Wall St. Rank hold AMLP as of Q1 2023.

TCI Wealth Advisors reported no remaining Alerian MLP ETF position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 75 Alerian MLP ETF shares in Q1 2023, an estimated $2.85K.
TCI Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2013 and held it in 10 quarters.
TCI Wealth Advisors's Alerian MLP ETF position peaked at $179K in Q4 2013.
545 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.