Bellwether Investment Group’s Alerian MLP ETF AMLP Stock Holding History

Bellwether Investment Group’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	-1,130	Closed	-$72K	–	86
2017 Q1	$72K	Buy	1,130 +117	+12%	+$7.51K	0.19%	111
2016 Q4	$64K	Buy	+1,013	New	+$62.6K	0.06%	240
2016 Q2	$53K	Buy	+832	New	+$50.1K	0.06%	238

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

Bellwether Investment Group's AMLP Position: Q2 2017 in Review

Bellwether Investment Group sold out of Alerian MLP ETF (AMLP) in Q2 2017, closing a stake of 1,130 shares — an estimated $72K sold.

Bellwether Investment Group first reported a position in AMLP in Q2 2016 and held it in 3 quarters. The position peaked at $72K in Q1 2017. 526 funds tracked by Wall St. Rank hold AMLP as of Q2 2017.

Bellwether Investment Group reported no remaining Alerian MLP ETF position as of Q2 2017 after selling out during the quarter.
Bellwether Investment Group sold 1,130 Alerian MLP ETF shares in Q2 2017, an estimated $72K.
Bellwether Investment Group first reported a position in Alerian MLP ETF in Q2 2016 and held it in 3 quarters.
Bellwether Investment Group's Alerian MLP ETF position peaked at $72K in Q1 2017.
526 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.