Whittier Trust’s Alerian MLP ETF AMLP Stock Holding History

Whittier Trust’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	$170K	Buy	3,281 +55	+2%	+$2.89K	﹤0.01%	654
2026 Q1	$169K	Buy	3,226 +57	+2%	+$2.9K	﹤0.01%	619
2025 Q4	$148K	Buy	3,169 +60	+2%	+$2.81K	﹤0.01%	657
2025 Q3	$145K	Buy	3,109 +56	+2%	+$2.71K	﹤0.01%	647
2025 Q2	$149K	Buy	3,053 +54	+2%	+$2.62K	﹤0.01%	714
2025 Q1	$156K	Buy	2,999 +50	+2%	+$2.57K	﹤0.01%	701
2024 Q4	$142K	Buy	2,949 +51	+2%	+$2.45K	﹤0.01%	718
2024 Q3	$137K	Buy	2,898 +54	+2%	+$2.55K	﹤0.01%	731
2024 Q2	$136K	Buy	2,844 +351	+14%	+$16.4K	﹤0.01%	712
2024 Q1	$118K	Buy	2,493 +49	+2%	+$2.2K	﹤0.01%	756
2023 Q4	$104K	Buy	+2,444	New	+$104K	﹤0.01%	762
2022 Q1	–	Sell	-170	Closed	-$6K	–	1698
2021 Q4	$6K	Hold	170	–	–	﹤0.01%	1380
2021 Q3	$6K	Buy	+170	New	+$5.67K	﹤0.01%	1308
2020 Q3	–	Sell	-400	Closed	-$10K	–	1427
2020 Q2	$10K	Buy	+400	New	+$9.8K	﹤0.01%	1061
2020 Q1	–	Sell	-2,520	Closed	-$107K	–	1474
2019 Q4	$107K	Sell	2,520 -2,836	-53%	-$119K	﹤0.01%	681
2019 Q3	$245K	Buy	+5,356	New	+$253K	0.01%	525
2018 Q4	–	Sell	-1,470	Closed	-$78K	–	1336
2018 Q3	$78K	Sell	1,470 -3,000	-67%	-$162K	﹤0.01%	687
2018 Q2	$226K	Sell	4,470 -8,273	-65%	-$419K	0.01%	492
2018 Q1	$597K	Buy	12,743 +200	+2%	+$10.7K	0.02%	348
2017 Q4	$677K	Buy	+12,543	New	+$671K	0.02%	325
2016 Q4	–	Sell	-628	Closed	-$40K	–	1186
2016 Q3	$40K	Hold	628	–	–	﹤0.01%	735
2016 Q2	$40K	Buy	+628	New	+$37.8K	﹤0.01%	753

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Whittier Trust's AMLP Position: Q2 2026 in Review

Whittier Trust increased its Alerian MLP ETF (AMLP) stake by 1.7% in Q2 2026, buying an estimated $2.89K and bringing the position to 3,281 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Whittier Trust first reported a position in AMLP in Q2 2016 and has held it in 22 quarters since. The position peaked at $677K in Q4 2017. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Whittier Trust held 3,281 shares of Alerian MLP ETF worth $170K as of Q2 2026.
Whittier Trust bought 55 Alerian MLP ETF shares in Q2 2026, an estimated $2.89K.
Alerian MLP ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #654 holding.
Whittier Trust first reported a position in Alerian MLP ETF in Q2 2016 and has held it in 22 quarters since.
Whittier Trust's Alerian MLP ETF position peaked at $677K in Q4 2017.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

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