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Warwick Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Warwick Investment Management’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
2022
Q4 		– Sell
-6,318
Closed -$231K – 87
2022
Q3 		$231K Buy
+6,318
New +$240K 0.14% 41

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Warwick Investment Management's AMLP Position: Q4 2022 in Review

Warwick Investment Management sold out of Alerian MLP ETF (AMLP) in Q4 2022, closing a stake of 6,318 shares — an estimated $231K sold.

Warwick Investment Management first reported a position in AMLP in Q3 2022 and held it in 1 quarter. The position peaked at $231K in Q3 2022. 533 funds tracked by Wall St. Rank hold AMLP as of Q4 2022.

  • Warwick Investment Management reported no remaining Alerian MLP ETF position as of Q4 2022 after selling out during the quarter.
  • Warwick Investment Management sold 6,318 Alerian MLP ETF shares in Q4 2022, an estimated $231K.
  • Warwick Investment Management first reported a position in Alerian MLP ETF in Q3 2022 and held it in 1 quarter.
  • Warwick Investment Management's Alerian MLP ETF position peaked at $231K in Q3 2022.
  • 533 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2022.

Based on Warwick Investment Management's 13F filing for Q4 2022, filed 8 Feb 2023.