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Wealthstreet Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-14,440
Closed -$440K – 104
2021
Q1 		$440K Buy
14,440
+940
+7% +$27.5K 0.04% 262
2020
Q4 		$346K Sell
13,500
-1,790
-12% -$43K 0.04% 284
2020
Q3 		$305K Sell
15,290
-1,124
-7% -$26K 0.03% 275
2020
Q2 		$405K Sell
16,414
-1,050
-6% -$25.7K 0.05% 237
2020
Q1 		$300K Sell
17,464
-11,960
-41% -$405K 0.04% 244
2019
Q4 		$1.25M Buy
29,424
+13,761
+88% +$578K 0.15% 134
2019
Q3 		$669K Sell
15,663
-1,920
-11% -$90.8K 0.09% 188
2019
Q2 		$866K Sell
17,583
-200
-1% -$9.89K 0.11% 161
2019
Q1 		$892K Sell
17,783
-300
-2% -$14.7K 0.12% 154
2018
Q4 		$876K Sell
18,083
-80
-0.4% -$3.92K 0.12% 147
2018
Q3 		$970K Sell
18,163
-220
-1% -$11.9K 0.12% 158
2018
Q2 		$928K Sell
18,383
-400
-2% -$20.3K 0.12% 158
2018
Q1 		$880K Buy
18,783
+260
+1% +$13.9K 0.11% 166
2017
Q4 		$999K Buy
+18,523
New +$991K 0.12% 155

Other funds holding AMLP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthstreet Investment Advisors's AMLP Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2021, closing a stake of 14,440 shares — an estimated $440K sold.

Wealthstreet Investment Advisors first reported a position in AMLP in Q4 2017 and held it in 14 quarters. The position peaked at $1.25M in Q4 2019. 478 funds tracked by Wall St. Rank hold AMLP as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Alerian MLP ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 14,440 Alerian MLP ETF shares in Q2 2021, an estimated $440K.
  • Wealthstreet Investment Advisors first reported a position in Alerian MLP ETF in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Alerian MLP ETF position peaked at $1.25M in Q4 2019.
  • 478 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.