CA
AMU

Centerpoint Advisors’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Centerpoint Advisors’s Portfolio AMU Stock Details AMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,036
Closed -$50K – 391
2018
Q2 		$50K Buy
+3,036
New +$49.9K 0.04% 94

Other funds holding AMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Centerpoint Advisors's AMU Position: Q3 2018 in Review

Centerpoint Advisors sold out of ETRACS Alerian MLP Index ETN (AMU) in Q3 2018, closing a stake of 3,036 shares — an estimated $50K sold.

Centerpoint Advisors first reported a position in AMU in Q2 2018 and held it in 1 quarter. The position peaked at $50K in Q2 2018. 42 funds tracked by Wall St. Rank hold AMU as of Q3 2018.

  • Centerpoint Advisors reported no remaining ETRACS Alerian MLP Index ETN position as of Q3 2018 after selling out during the quarter.
  • Centerpoint Advisors sold 3,036 ETRACS Alerian MLP Index ETN shares in Q3 2018, an estimated $50K.
  • Centerpoint Advisors first reported a position in ETRACS Alerian MLP Index ETN in Q2 2018 and held it in 1 quarter.
  • Centerpoint Advisors's ETRACS Alerian MLP Index ETN position peaked at $50K in Q2 2018.
  • 42 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q3 2018.

Based on Centerpoint Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.