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Wealth Quarterback’s Alerian MLP ETF AMLP Stock Holding History

Wealth Quarterback’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
2021
Q3 		$11K Buy
305
+7
+2% +$234 0.01% 444
2021
Q2 		$11K Buy
+298
New +$10.2K 0.01% 453
2020
Q2 		– Sell
-356
Closed -$6.12K – 142
2020
Q1 		$6.12K Sell
356
-3,261
-90% -$110K 0.01% 572
2019
Q4 		$16.7K Buy
+3,617
New +$152K 0.01% 395

Other funds holding AMLP

Goldman Sachs
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Wealth Quarterback's AMLP Position: Q3 2021 in Review

Wealth Quarterback increased its Alerian MLP ETF (AMLP) stake by 2.3% in Q3 2021, buying an estimated $234 and bringing the position to 305 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #444.

Wealth Quarterback first reported a position in AMLP in Q4 2019 and has held it in 4 quarters since. The position peaked at $16.7K in Q4 2019. 443 funds tracked by Wall St. Rank hold AMLP as of Q3 2021.

  • Wealth Quarterback held 305 shares of Alerian MLP ETF worth $11K as of Q3 2021.
  • Wealth Quarterback bought 7 Alerian MLP ETF shares in Q3 2021, an estimated $234.
  • Alerian MLP ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #444 holding.
  • Wealth Quarterback first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Alerian MLP ETF position peaked at $16.7K in Q4 2019.
  • 443 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.