Vontobel Holding
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Vontobel Holding’s Alerian MLP ETF AMLP Stock Holding History

Vontobel Holding’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
-5,800
Closed -$275K – 1074
2024
Q1 		$275K Sell
5,800
-200
-3% -$8.98K ﹤0.01% 918
2023
Q4 		$255K Hold
6,000
– – ﹤0.01% 969
2023
Q3 		$253K Sell
6,000
-450
-7% -$18.5K ﹤0.01% 941
2023
Q2 		$253K Hold
6,450
– – ﹤0.01% 948
2023
Q1 		$249K Buy
+6,450
New +$253K ﹤0.01% 933

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vontobel Holding's AMLP Position: Q2 2024 in Review

Vontobel Holding sold out of Alerian MLP ETF (AMLP) in Q2 2024, closing a stake of 5,800 shares — an estimated $275K sold.

Vontobel Holding first reported a position in AMLP in Q1 2023 and held it in 5 quarters. The position peaked at $275K in Q1 2024. 647 funds tracked by Wall St. Rank hold AMLP as of Q2 2024.

  • Vontobel Holding reported no remaining Alerian MLP ETF position as of Q2 2024 after selling out during the quarter.
  • Vontobel Holding sold 5,800 Alerian MLP ETF shares in Q2 2024, an estimated $275K.
  • Vontobel Holding first reported a position in Alerian MLP ETF in Q1 2023 and held it in 5 quarters.
  • Vontobel Holding's Alerian MLP ETF position peaked at $275K in Q1 2024.
  • 647 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2024.

Based on Vontobel Holding's 13F filing for Q2 2024, filed 13 Aug 2024.