Clearstead Advisors’s iPath Select MLP ETN ATMP Stock Holding History

Clearstead Advisors’s Portfolio ATMP Stock Details ATMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-12,247	Closed	-$225K	–	222
2018 Q1	$225K	Hold	12,247	–	–	0.03%	206
2017 Q4	$254K	Sell	12,247 -12,905	-51%	-$265K	0.03%	199
2017 Q3	$537K	Hold	25,152	–	–	0.07%	147
2017 Q2	$561K	Hold	25,152	–	–	0.08%	142
2017 Q1	$601K	Hold	25,152	–	–	0.09%	126
2016 Q4	$592K	Buy	+25,152	New	+$573K	0.1%	122

Other funds holding ATMP

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

NAM

North American Management Boston, Massachusetts $738M AUM 49.23% 1-Year Est. Return

Clearstead Advisors's ATMP Position: Q2 2018 in Review

Clearstead Advisors sold out of iPath Select MLP ETN (ATMP) in Q2 2018, closing a stake of 12,247 shares — an estimated $225K sold.

Clearstead Advisors first reported a position in ATMP in Q4 2016 and held it in 6 quarters. The position peaked at $601K in Q1 2017. 30 funds tracked by Wall St. Rank hold ATMP as of Q2 2018.

Clearstead Advisors reported no remaining iPath Select MLP ETN position as of Q2 2018 after selling out during the quarter.
Clearstead Advisors sold 12,247 iPath Select MLP ETN shares in Q2 2018, an estimated $225K.
Clearstead Advisors first reported a position in iPath Select MLP ETN in Q4 2016 and held it in 6 quarters.
Clearstead Advisors's iPath Select MLP ETN position peaked at $601K in Q1 2017.
30 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q2 2018.

Based on Clearstead Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.