Agran Libbie’s Alerian MLP ETF AMLP Stock Holding History

Agran Libbie’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
2017 Q1	$1.91M	Buy	30,025 +6,043	+25%	+$388K	0.45%	60
2016 Q4	$1.51M	Buy	+23,982	New	+$1.48M	0.37%	65
2016 Q3	–	Sell	-20,146	Closed	-$1.28M	–	109
2016 Q2	$1.28M	Buy	20,146 +1,011	+5%	+$60.9K	0.32%	72
2016 Q1	$1.04M	Buy	19,135 +1,024	+6%	+$52K	0.27%	74
2015 Q4	$1.09M	Sell	18,111 -324	-2%	-$20.3K	0.29%	72
2015 Q3	$1.15M	Buy	18,435 +205	+1%	+$14.9K	0.32%	68
2015 Q2	$1.42M	Buy	18,230 +1,235	+7%	+$103K	0.37%	63
2015 Q1	$1.41M	Buy	16,995 +2,782	+20%	+$235K	0.34%	69
2014 Q4	$1.25M	Buy	14,213 +1,604	+13%	+$145K	0.3%	73
2014 Q3	$1.21M	Buy	12,609 +723	+6%	+$68.4K	0.3%	75
2014 Q2	$1.13M	Buy	11,886 +399	+3%	+$36.4K	0.29%	72
2014 Q1	$1.01M	Buy	11,487 +1,040	+10%	+$91.2K	0.27%	71
2013 Q4	$929K	Buy	10,447 +527	+5%	+$46.2K	0.24%	78
2013 Q3	$872K	Buy	9,920 +665	+7%	+$58.7K	0.25%	73
2013 Q2	$826K	Buy	+9,255	New	+$817K	0.24%	79

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Agran Libbie's AMLP Position: Q1 2017 in Review

Agran Libbie increased its Alerian MLP ETF (AMLP) stake by 25% in Q1 2017, buying an estimated $388K and bringing the position to 30,025 shares worth $1.91M. The position accounts for 0.45% of the portfolio, ranked #60.

Agran Libbie first reported a position in AMLP in Q2 2013 and has held it in 15 quarters since. 524 funds tracked by Wall St. Rank hold AMLP as of Q1 2017.

Agran Libbie held 30,025 shares of Alerian MLP ETF worth $1.91M as of Q1 2017.
Agran Libbie bought 6,043 Alerian MLP ETF shares in Q1 2017, an estimated $388K.
Alerian MLP ETF made up 0.45% of Agran Libbie's portfolio in Q1 2017, its #60 holding.
Agran Libbie first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 15 quarters since.
524 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2017.

Based on Agran Libbie's 13F filing for Q1 2017, filed 27 Apr 2017.