Aspiriant LLC’s Alerian MLP ETF AMLP Stock Holding History

Aspiriant LLC’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 Q2	–	Sell	-2,255	Closed	-$143K	–	212
2017 Q1	$143K	Buy	+2,255	New	+$145K	0.01%	207

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JMPWA

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

Aspiriant LLC's AMLP Position: Q2 2017 in Review

Aspiriant LLC sold out of Alerian MLP ETF (AMLP) in Q2 2017, closing a stake of 2,255 shares — an estimated $143K sold.

Aspiriant LLC first reported a position in AMLP in Q1 2017 and held it in 1 quarter. The position peaked at $143K in Q1 2017. 526 funds tracked by Wall St. Rank hold AMLP as of Q2 2017.

Aspiriant LLC reported no remaining Alerian MLP ETF position as of Q2 2017 after selling out during the quarter.
Aspiriant LLC sold 2,255 Alerian MLP ETF shares in Q2 2017, an estimated $143K.
Aspiriant LLC first reported a position in Alerian MLP ETF in Q1 2017 and held it in 1 quarter.
Aspiriant LLC's Alerian MLP ETF position peaked at $143K in Q1 2017.
526 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2017.

Based on Aspiriant LLC's 13F filing for Q2 2017, filed 3 Aug 2017.