CFO4Life’s Alerian MLP ETF AMLP Stock Holding History

CFO4Life’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
2016 Q4	$275K	Sell	4,372 -921	-17%	-$56.9K	0.23%	77
2016 Q3	$336K	Sell	5,293 -210	-4%	-$13.3K	0.29%	60
2016 Q2	$350K	Sell	5,503 -1,179	-18%	-$71K	0.3%	61
2016 Q1	$365K	Sell	6,682 -417	-6%	-$21.2K	0.33%	55
2015 Q4	$428K	Buy	7,099 +1,968	+38%	+$123K	0.41%	43
2015 Q3	$320K	Sell	5,131 -1,184	-19%	-$86.1K	0.34%	46
2015 Q2	$491K	Buy	6,315 +127	+2%	+$10.6K	0.41%	41
2015 Q1	$513K	Buy	6,188 +195	+3%	+$16.5K	0.43%	42
2014 Q4	$525K	Buy	+5,993	New	+$543K	0.43%	35

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

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

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

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

TCT

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

CFO4Life's AMLP Position: Q4 2016 in Review

CFO4Life reduced its Alerian MLP ETF (AMLP) stake by 17% in Q4 2016, selling an estimated $56.9K and leaving 4,372 shares worth $275K. The position accounts for 0.23% of the portfolio, ranked #77.

CFO4Life first reported a position in AMLP in Q4 2014 and has held it in 9 quarters since. The position peaked at $525K in Q4 2014. 505 funds tracked by Wall St. Rank hold AMLP as of Q4 2016.

CFO4Life held 4,372 shares of Alerian MLP ETF worth $275K as of Q4 2016.
CFO4Life sold 921 Alerian MLP ETF shares in Q4 2016, an estimated $56.9K.
Alerian MLP ETF made up 0.23% of CFO4Life's portfolio in Q4 2016, its #77 holding.
CFO4Life first reported a position in Alerian MLP ETF in Q4 2014 and has held it in 9 quarters since.
CFO4Life's Alerian MLP ETF position peaked at $525K in Q4 2014.
505 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.