Appleton Partners’s Alerian MLP ETF AMLP Stock Holding History

Appleton Partners’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
2013 Q4	–	Sell	-10,352	Closed	-$910K	–	168
2013 Q3	$910K	Buy	+10,352	New	+$913K	0.24%	80

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

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 Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MDE Group Morristown, New Jersey $389M AUM 6.91% 1-Year Est. Return

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

Appleton Partners's AMLP Position: Q4 2013 in Review

Appleton Partners sold out of Alerian MLP ETF (AMLP) in Q4 2013, closing a stake of 10,352 shares — an estimated $910K sold.

Appleton Partners first reported a position in AMLP in Q3 2013 and held it in 1 quarter. The position peaked at $910K in Q3 2013. 343 funds tracked by Wall St. Rank hold AMLP as of Q4 2013.

Appleton Partners reported no remaining Alerian MLP ETF position as of Q4 2013 after selling out during the quarter.
Appleton Partners sold 10,352 Alerian MLP ETF shares in Q4 2013, an estimated $910K.
Appleton Partners first reported a position in Alerian MLP ETF in Q3 2013 and held it in 1 quarter.
Appleton Partners's Alerian MLP ETF position peaked at $910K in Q3 2013.
343 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2013.

Based on Appleton Partners's 13F filing for Q4 2013, filed 13 Feb 2014.