WHG
AMLP icon

Westwood Holdings Group’s Alerian MLP ETF AMLP Stock Holding History

Westwood Holdings Group’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
Q3 		– Sell
-7,130
Closed -$342K – 470
2024
Q2 		$342K Sell
7,130
-9,714
-58% -$454K ﹤0.01% 407
2024
Q1 		$799K Buy
16,844
+4,129
+32% +$185K 0.01% 370
2023
Q4 		$541K Buy
+12,715
New +$539K ﹤0.01% 388
2017
Q4 		– Sell
-146
Closed -$8K – 410
2017
Q3 		$8K Buy
+146
New +$8.35K ﹤0.01% 412
2017
Q2 		– Sell
-201
Closed -$13K – 507
2017
Q1 		$13K Hold
201
– – ﹤0.01% 399
2016
Q4 		$13K Buy
+201
New +$12.4K ﹤0.01% 456

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Westwood Holdings Group's AMLP Position: Q3 2024 in Review

Westwood Holdings Group sold out of Alerian MLP ETF (AMLP) in Q3 2024, closing a stake of 7,130 shares — an estimated $342K sold.

Westwood Holdings Group first reported a position in AMLP in Q4 2016 and held it in 6 quarters. The position peaked at $799K in Q1 2024. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

  • Westwood Holdings Group reported no remaining Alerian MLP ETF position as of Q3 2024 after selling out during the quarter.
  • Westwood Holdings Group sold 7,130 Alerian MLP ETF shares in Q3 2024, an estimated $342K.
  • Westwood Holdings Group first reported a position in Alerian MLP ETF in Q4 2016 and held it in 6 quarters.
  • Westwood Holdings Group's Alerian MLP ETF position peaked at $799K in Q1 2024.
  • 653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Westwood Holdings Group's 13F filing for Q3 2024, filed 14 Nov 2024.