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Woodward Diversified Capital’s Alerian MLP ETF AMLP Stock Holding History

Woodward Diversified Capital’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
2022
Q3 		– Sell
-10,000
Closed -$345K – 136
2022
Q2 		$345K Buy
+10,000
New +$384K 0.26% 94

Other funds holding AMLP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Woodward Diversified Capital's AMLP Position: Q3 2022 in Review

Woodward Diversified Capital sold out of Alerian MLP ETF (AMLP) in Q3 2022, closing a stake of 10,000 shares — an estimated $345K sold.

Woodward Diversified Capital first reported a position in AMLP in Q2 2022 and held it in 1 quarter. The position peaked at $345K in Q2 2022. 514 funds tracked by Wall St. Rank hold AMLP as of Q3 2022.

  • Woodward Diversified Capital reported no remaining Alerian MLP ETF position as of Q3 2022 after selling out during the quarter.
  • Woodward Diversified Capital sold 10,000 Alerian MLP ETF shares in Q3 2022, an estimated $345K.
  • Woodward Diversified Capital first reported a position in Alerian MLP ETF in Q2 2022 and held it in 1 quarter.
  • Woodward Diversified Capital's Alerian MLP ETF position peaked at $345K in Q2 2022.
  • 514 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2022.

Based on Woodward Diversified Capital's 13F filing for Q3 2022, filed 1 Nov 2022.