Cutter & Co Brokerage’s Alerian MLP ETF AMLP Stock Holding History

Cutter & Co Brokerage’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
2018 Q2	–	Sell	-4,812	Closed	-$225K	–	248
2018 Q1	$225K	Sell	4,812 -337	-7%	-$18K	0.09%	207
2017 Q4	$278K	Buy	5,149 +385	+8%	+$20.6K	0.11%	175
2017 Q3	$267K	Sell	4,764 -880	-16%	-$50.3K	0.11%	184
2017 Q2	$338K	Buy	5,644 +220	+4%	+$13.4K	0.13%	166
2017 Q1	$345K	Sell	5,424 -220	-4%	-$14.1K	0.14%	153
2016 Q4	$356K	Buy	5,644 +1,880	+50%	+$116K	0.15%	140
2016 Q3	$239K	Buy	3,764 +1,180	+46%	+$74.6K	0.1%	181
2016 Q2	$164K	Buy	+2,584	New	+$156K	0.07%	206
2015 Q3	–	Sell	-3,505	Closed	-$273K	–	219
2015 Q2	$273K	Buy	+3,505	New	+$292K	0.11%	181
2015 Q1	–	Sell	-3,274	Closed	-$287K	–	235
2014 Q4	$287K	Buy	3,274 +195	+6%	+$17.7K	0.11%	173
2014 Q3	$295K	Buy	3,079 +2	+0.1%	+$189	0.11%	162
2014 Q2	$292K	Buy	3,077 +1	+0%	+$91	0.11%	170
2014 Q1	$272K	Buy	+3,076	New	+$270K	0.11%	166
2013 Q4	–	Sell	-4,612	Closed	-$406K	–	207
2013 Q3	$406K	Sell	4,612 -99	-2%	-$8.73K	0.18%	126
2013 Q2	$420K	Buy	+4,711	New	+$416K	0.2%	119

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Cutter & Co Brokerage's AMLP Position: Q2 2018 in Review

Cutter & Co Brokerage sold out of Alerian MLP ETF (AMLP) in Q2 2018, closing a stake of 4,812 shares — an estimated $225K sold.

Cutter & Co Brokerage first reported a position in AMLP in Q2 2013 and held it in 15 quarters. The position peaked at $420K in Q2 2013. 602 funds tracked by Wall St. Rank hold AMLP as of Q2 2018.

Cutter & Co Brokerage reported no remaining Alerian MLP ETF position as of Q2 2018 after selling out during the quarter.
Cutter & Co Brokerage sold 4,812 Alerian MLP ETF shares in Q2 2018, an estimated $225K.
Cutter & Co Brokerage first reported a position in Alerian MLP ETF in Q2 2013 and held it in 15 quarters.
Cutter & Co Brokerage's Alerian MLP ETF position peaked at $420K in Q2 2013.
602 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2018.

Based on Cutter & Co Brokerage's 13F filing for Q2 2018, filed 30 Jul 2018.