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Whitegate Investment Counselors’s Alerian MLP ETF AMLP Stock Holding History

Whitegate Investment Counselors’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 		– Sell
-5,972
Closed -$217K – 227
2021
Q2 		$217K Buy
+5,972
New +$205K 0.03% 215
2021
Q1 		– Sell
-9,511
Closed -$244K – 214
2020
Q4 		$244K Sell
9,511
-1,100
-10% -$26.4K 0.04% 189
2020
Q3 		$212K Sell
10,611
-3,319
-24% -$76.8K 0.04% 185
2020
Q2 		$344K Sell
13,930
-680
-5% -$16.7K 0.07% 153
2020
Q1 		$251K Sell
14,610
-2,412
-14% -$81.7K 0.06% 159
2019
Q4 		$723K Sell
17,022
-6,565
-28% -$276K 0.13% 124
2019
Q3 		$1.08M Sell
23,587
-1,007
-4% -$47.6K 0.21% 97
2019
Q2 		$1.21M Sell
24,594
-3,224
-12% -$159K 0.24% 92
2019
Q1 		$1.4M Sell
27,818
-660
-2% -$32.4K 0.29% 81
2018
Q4 		$1.24M Sell
28,478
-5,252
-16% -$258K 0.29% 86
2018
Q3 		$1.8M Buy
33,730
+304
+0.9% +$16.4K 0.37% 79
2018
Q2 		$1.69M Buy
33,426
+509
+2% +$25.8K 0.34% 77
2018
Q1 		$1.54M Sell
32,917
-572
-2% -$30.6K 0.33% 83
2017
Q4 		$1.81M Sell
33,489
-665
-2% -$35.6K 0.38% 81
2017
Q3 		$1.92M Sell
34,154
-900
-3% -$51.5K 0.42% 78
2017
Q2 		$2.1M Buy
35,054
+75
+0.2% +$4.57K 0.47% 73
2017
Q1 		$2.22M Buy
34,979
+1,072
+3% +$68.8K 0.53% 70
2016
Q4 		$2.14M Buy
33,907
+2,664
+9% +$165K 0.57% 65
2016
Q3 		$1.98M Sell
31,243
-3,043
-9% -$192K 0.54% 66
2016
Q2 		$2.18M Buy
+34,286
New +$2.07M 0.61% 60
2014
Q1 		$1.99M Buy
+36,481
New +$3.2M 0.55% 65

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

Whitegate Investment Counselors's AMLP Position: Q3 2021 in Review

Whitegate Investment Counselors sold out of Alerian MLP ETF (AMLP) in Q3 2021, closing a stake of 5,972 shares — an estimated $217K sold.

Whitegate Investment Counselors first reported a position in AMLP in Q1 2014 and held it in 21 quarters. The position peaked at $2.22M in Q1 2017. 443 funds tracked by Wall St. Rank hold AMLP as of Q3 2021.

  • Whitegate Investment Counselors reported no remaining Alerian MLP ETF position as of Q3 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 5,972 Alerian MLP ETF shares in Q3 2021, an estimated $217K.
  • Whitegate Investment Counselors first reported a position in Alerian MLP ETF in Q1 2014 and held it in 21 quarters.
  • Whitegate Investment Counselors's Alerian MLP ETF position peaked at $2.22M in Q1 2017.
  • 443 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2021.

Based on Whitegate Investment Counselors's 13F filing for Q3 2021, filed 15 Oct 2021.