WhitTier Trust Company’s Alerian MLP ETF AMLP Stock Holding History

WhitTier Trust Company’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
2026 Q2	$59.5K	Sell	1,125 -4,100	-78%	-$215K	﹤0.01%	706
2026 Q1	$273K	Buy	5,225 +4,100	+364%	+$209K	0.01%	457
2025 Q4	$52.6K	Buy	1,125 +1,000	+800%	+$46.8K	﹤0.01%	709
2025 Q3	$5.83K	Buy	+125	New	+$6.04K	﹤0.01%	1061
2021 Q4	–	Sell	-2,329	Closed	-$78K	–	1057
2021 Q3	$78K	Hold	2,329	–	–	﹤0.01%	597
2021 Q2	$85K	Hold	2,329	–	–	﹤0.01%	571
2021 Q1	$71K	Hold	2,329	–	–	﹤0.01%	586
2020 Q4	$60K	Sell	2,329 -7,000	-75%	-$168K	﹤0.01%	590
2020 Q3	$187K	Hold	9,329	–	–	0.01%	432
2020 Q2	$230K	Sell	9,329 -375	-4%	-$9.19K	0.01%	385
2020 Q1	$167K	Sell	9,704 -70	-0.7%	-$2.37K	0.01%	401
2019 Q4	$416K	Sell	9,774 -2,210	-18%	-$92.8K	0.03%	322
2019 Q3	$547K	Hold	11,984	–	–	0.04%	276
2019 Q2	$590K	Sell	11,984 -20	-0.2%	-$989	0.04%	267
2019 Q1	$602K	Sell	12,004 -63	-0.5%	-$3.09K	0.04%	258
2018 Q4	$527K	Sell	12,067 -3,650	-23%	-$179K	0.04%	257
2018 Q3	$839K	Sell	15,717 -63	-0.4%	-$3.4K	0.06%	204
2018 Q2	$797K	Sell	15,780 -5,390	-25%	-$273K	0.06%	208
2018 Q1	$991K	Hold	21,170	–	–	0.08%	192
2017 Q4	$1.14M	Sell	21,170 -2,895	-12%	-$155K	0.1%	181
2017 Q3	$1.35M	Hold	24,065	–	–	0.13%	160
2017 Q2	$1.44M	Sell	24,065 -1,125	-4%	-$68.6K	0.14%	150
2017 Q1	$1.6M	Sell	25,190 -735	-3%	-$47.2K	0.16%	138
2016 Q4	$1.63M	Sell	25,925 -8,295	-24%	-$512K	0.17%	127
2016 Q3	$2.17M	Sell	34,220 -79	-0.2%	-$5K	0.25%	101
2016 Q2	$2.18M	Sell	34,299 -3,495	-9%	-$211K	0.25%	97
2016 Q1	$2.06M	Sell	37,794 -521	-1%	-$26.5K	0.24%	100
2015 Q4	$2.31M	Buy	38,315 +12,689	+50%	+$794K	0.27%	92
2015 Q3	$1.6M	Sell	25,626 -6,276	-20%	-$456K	0.2%	123
2015 Q2	$2.48M	Buy	31,902 +4,120	+15%	+$343K	0.28%	89
2015 Q1	$2.3M	Buy	27,782 +6,337	+30%	+$535K	0.26%	98
2014 Q4	$1.88M	Buy	21,445 +2,063	+11%	+$187K	0.21%	110
2014 Q3	$1.86M	Buy	19,382 +507	+3%	+$48K	0.21%	108
2014 Q2	$1.79M	Buy	18,875 +260	+1%	+$23.7K	0.2%	116
2014 Q1	$1.64M	Buy	18,615 +3,604	+24%	+$316K	0.19%	116
2013 Q4	$1.33M	Buy	15,011 +4,387	+41%	+$385K	0.16%	130
2013 Q3	$935K	Buy	10,624 +889	+9%	+$78.4K	0.13%	161
2013 Q2	$868K	Buy	+9,735	New	+$859K	0.13%	154

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

WhitTier Trust Company's AMLP Position: Q2 2026 in Review

WhitTier Trust Company reduced its Alerian MLP ETF (AMLP) stake by 78% in Q2 2026, selling an estimated $215K and leaving 1,125 shares worth $59.5K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

WhitTier Trust Company first reported a position in AMLP in Q2 2013 and has held it in 38 quarters since. The position peaked at $2.48M in Q2 2015. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

WhitTier Trust Company held 1,125 shares of Alerian MLP ETF worth $59.5K as of Q2 2026.
WhitTier Trust Company sold 4,100 Alerian MLP ETF shares in Q2 2026, an estimated $215K.
Alerian MLP ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #706 holding.
WhitTier Trust Company first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 38 quarters since.
WhitTier Trust Company's Alerian MLP ETF position peaked at $2.48M in Q2 2015.
378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.