AmeriServ Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

AmeriServ Wealth Advisors’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
2015 Q3	–	Sell	-75	Closed	-$6K	–	66
2015 Q2	$6K	Buy	+75	New	+$6.24K	0.01%	135
2015 Q1	–	Sell	-4,682	Closed	-$410K	–	88
2014 Q4	$410K	Buy	+4,682	New	+$424K	0.4%	65
2013 Q4	–	Sell	-10,542	Closed	-$927K	–	185
2013 Q3	$927K	Sell	10,542 -229	-2%	-$20.2K	0.59%	52
2013 Q2	$962K	Buy	+10,771	New	+$950K	0.62%	47

Other funds holding AMLP

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

TCT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AmeriServ Wealth Advisors's AMLP Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2015, closing a stake of 75 shares — an estimated $6K sold.

AmeriServ Wealth Advisors first reported a position in AMLP in Q2 2013 and held it in 4 quarters. The position peaked at $962K in Q2 2013. 412 funds tracked by Wall St. Rank hold AMLP as of Q3 2015.

AmeriServ Wealth Advisors reported no remaining Alerian MLP ETF position as of Q3 2015 after selling out during the quarter.
AmeriServ Wealth Advisors sold 75 Alerian MLP ETF shares in Q3 2015, an estimated $6K.
AmeriServ Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2013 and held it in 4 quarters.
AmeriServ Wealth Advisors's Alerian MLP ETF position peaked at $962K in Q2 2013.
412 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.