DeGreen Capital Management’s Alerian MLP ETF AMLP Stock Holding History

DeGreen Capital Management’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 Q1	–	Sell	-64,176	Closed	-$3.46M	–	17
2017 Q4	$3.46M	Sell	64,176 -2,149	-3%	-$115K	1.63%	16
2017 Q3	$3.72M	Buy	66,325 +10,011	+18%	+$572K	1.8%	16
2017 Q2	$3.37K	Buy	56,314 +54,285	+2,675%	+$3.31M	0.3%	19
2017 Q1	$10.1M	Sell	2,029 -135,891	-99%	-$8.73M	5.9%	7
2016 Q4	$8.69M	Buy	137,920 +72,616	+111%	+$4.49M	5.42%	7
2016 Q3	$4.12M	Buy	65,304 +11,193	+21%	+$708K	3.04%	13
2016 Q2	$3.44M	Buy	54,111 +5,954	+12%	+$359K	2.73%	14
2016 Q1	$2.63M	Buy	+48,157	New	+$2.45M	2.28%	14

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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

DeGreen Capital Management's AMLP Position: Q1 2018 in Review

DeGreen Capital Management sold out of Alerian MLP ETF (AMLP) in Q1 2018, closing a stake of 64,176 shares — an estimated $3.46M sold.

DeGreen Capital Management first reported a position in AMLP in Q1 2016 and held it in 8 quarters. The position peaked at $10.1M in Q1 2017. 608 funds tracked by Wall St. Rank hold AMLP as of Q1 2018.

DeGreen Capital Management reported no remaining Alerian MLP ETF position as of Q1 2018 after selling out during the quarter.
DeGreen Capital Management sold 64,176 Alerian MLP ETF shares in Q1 2018, an estimated $3.46M.
DeGreen Capital Management first reported a position in Alerian MLP ETF in Q1 2016 and held it in 8 quarters.
DeGreen Capital Management's Alerian MLP ETF position peaked at $10.1M in Q1 2017.
608 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2018.

Based on DeGreen Capital Management's 13F filing for Q1 2018, filed 13 Apr 2018.