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

Clearwater Capital 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
2019 Q4	–	Sell	-18,610	Closed	-$273K	–	181
2019 Q3	$273K	Sell	18,610 -225	-1%	-$3.42K	0.05%	163
2019 Q2	$297K	Sell	18,835 -2,306	-11%	-$36.6K	0.05%	167
2019 Q1	$339K	Sell	21,141 -272	-1%	-$4.28K	0.06%	160
2018 Q4	$300K	Sell	21,413 -5,783	-21%	-$92K	0.07%	174
2018 Q3	$469K	Sell	27,196 -7,346	-21%	-$129K	0.09%	143
2018 Q2	$570K	Buy	34,542 +1,172	+4%	+$19.3K	0.12%	126
2018 Q1	$503K	Buy	33,370 +5,265	+19%	+$90.5K	0.1%	128
2017 Q4	$487K	Sell	28,105 -58,231	-67%	-$995K	0.11%	124
2017 Q3	$1.55M	Sell	86,336 -11,980	-12%	-$217K	0.36%	75
2017 Q2	$1.82M	Sell	98,316 -3,872	-4%	-$75K	0.47%	62
2017 Q1	$2.08M	Buy	+102,188	New	+$2.1M	0.57%	50

Other funds holding AMU

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Clearwater Capital Advisors's AMU Position: Q4 2019 in Review

Clearwater Capital Advisors sold out of ETRACS Alerian MLP Index ETN (AMU) in Q4 2019, closing a stake of 18,610 shares — an estimated $273K sold.

Clearwater Capital Advisors first reported a position in AMU in Q1 2017 and held it in 11 quarters. The position peaked at $2.08M in Q1 2017. 40 funds tracked by Wall St. Rank hold AMU as of Q4 2019.

Clearwater Capital Advisors reported no remaining ETRACS Alerian MLP Index ETN position as of Q4 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 18,610 ETRACS Alerian MLP Index ETN shares in Q4 2019, an estimated $273K.
Clearwater Capital Advisors first reported a position in ETRACS Alerian MLP Index ETN in Q1 2017 and held it in 11 quarters.
Clearwater Capital Advisors's ETRACS Alerian MLP Index ETN position peaked at $2.08M in Q1 2017.
40 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q4 2019.

Based on Clearwater Capital Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.