Advisor Group’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Advisor Group’s Portfolio AMU Stock Details AMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$101K	Sell	7,362 -862	-10%	-$11.7K	﹤0.01%	2937
2019 Q3	$120K	Sell	8,224 -5,612	-41%	-$85.4K	﹤0.01%	2759
2019 Q2	$219K	Sell	13,836 -229	-2%	-$3.63K	﹤0.01%	2234
2019 Q1	$226K	Sell	14,065 -197	-1%	-$3.1K	﹤0.01%	2186
2018 Q4	$200K	Buy	14,262 +782	+6%	+$12.4K	﹤0.01%	2091
2018 Q3	$232K	Sell	13,480 -502	-4%	-$8.81K	﹤0.01%	2049
2018 Q2	$231K	Buy	13,982 +1,011	+8%	+$16.6K	﹤0.01%	1866
2018 Q1	$196K	Buy	12,971 +687	+6%	+$11.8K	﹤0.01%	1992
2017 Q4	$213K	Buy	12,284 +1,054	+9%	+$18K	﹤0.01%	1955
2017 Q3	$199K	Buy	11,230 +2,198	+24%	+$39.8K	﹤0.01%	1868
2017 Q2	$169K	Buy	9,032 +4,520	+100%	+$87.5K	﹤0.01%	1920
2017 Q1	$92K	Buy	4,512 +53	+1%	+$1.09K	﹤0.01%	2226
2016 Q4	$89K	Hold	4,459	–	–	﹤0.01%	2159
2016 Q3	$89K	Sell	4,459 -1,256	-22%	-$24.8K	﹤0.01%	2087
2016 Q2	$112K	Buy	+5,715	New	+$107K	﹤0.01%	1848

Other funds holding AMU

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Advisor Group's AMU Position: Q4 2019 in Review

Advisor Group reduced its ETRACS Alerian MLP Index ETN (AMU) stake by 10% in Q4 2019, selling an estimated $11.7K and leaving 7,362 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2937.

Advisor Group first reported a position in AMU in Q2 2016 and has held it in 15 quarters since. The position peaked at $232K in Q3 2018. 40 funds tracked by Wall St. Rank hold AMU as of Q4 2019.

Advisor Group held 7,362 shares of ETRACS Alerian MLP Index ETN worth $101K as of Q4 2019.
Advisor Group sold 862 ETRACS Alerian MLP Index ETN shares in Q4 2019, an estimated $11.7K.
ETRACS Alerian MLP Index ETN made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2937 holding.
Advisor Group first reported a position in ETRACS Alerian MLP Index ETN in Q2 2016 and has held it in 15 quarters since.
Advisor Group's ETRACS Alerian MLP Index ETN position peaked at $232K in Q3 2018.
40 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.