Coyle Financial Counsel’s Alerian MLP ETF AMLP Stock Holding History

Coyle Financial Counsel’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	–	Sell	-60,836	Closed	-$3.85M	–	28
2016 Q3	$3.85M	Sell	60,836 -6,012	-9%	-$380K	5.55%	4
2016 Q2	$4.25M	Sell	66,848 -3,890	-5%	-$234K	6.14%	4
2016 Q1	$3.86M	Sell	70,738 -5,560	-7%	-$283K	6.14%	4
2015 Q4	$4.6M	Buy	+76,298	New	+$4.77M	4.51%	8

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

Coyle Financial Counsel's AMLP Position: Q4 2016 in Review

Coyle Financial Counsel sold out of Alerian MLP ETF (AMLP) in Q4 2016, closing a stake of 60,836 shares — an estimated $3.85M sold.

Coyle Financial Counsel first reported a position in AMLP in Q4 2015 and held it in 4 quarters. The position peaked at $4.6M in Q4 2015. 506 funds tracked by Wall St. Rank hold AMLP as of Q4 2016.

Coyle Financial Counsel reported no remaining Alerian MLP ETF position as of Q4 2016 after selling out during the quarter.
Coyle Financial Counsel sold 60,836 Alerian MLP ETF shares in Q4 2016, an estimated $3.85M.
Coyle Financial Counsel first reported a position in Alerian MLP ETF in Q4 2015 and held it in 4 quarters.
Coyle Financial Counsel's Alerian MLP ETF position peaked at $4.6M in Q4 2015.
506 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2016.

Based on Coyle Financial Counsel's 13F filing for Q4 2016, filed 31 Jan 2017.