Edmond de Rothschild Holding’s Alerian MLP ETF AMLP Stock Holding History

Edmond de Rothschild Holding’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	-2,100	Closed	-$98K	–	746
2018 Q1	$98K	Buy	2,100 +1,300	+163%	+$69.5K	﹤0.01%	565
2017 Q4	$43K	Hold	800	–	–	﹤0.01%	646
2017 Q3	$45K	Hold	800	–	–	﹤0.01%	666
2017 Q2	$48K	Hold	800	–	–	﹤0.01%	658
2017 Q1	$51K	Buy	+800	New	+$51.4K	﹤0.01%	652

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

Edmond de Rothschild Holding's AMLP Position: Q2 2018 in Review

Edmond de Rothschild Holding sold out of Alerian MLP ETF (AMLP) in Q2 2018, closing a stake of 2,100 shares — an estimated $98K sold.

Edmond de Rothschild Holding first reported a position in AMLP in Q1 2017 and held it in 5 quarters. The position peaked at $98K in Q1 2018. 602 funds tracked by Wall St. Rank hold AMLP as of Q2 2018.

Edmond de Rothschild Holding reported no remaining Alerian MLP ETF position as of Q2 2018 after selling out during the quarter.
Edmond de Rothschild Holding sold 2,100 Alerian MLP ETF shares in Q2 2018, an estimated $98K.
Edmond de Rothschild Holding first reported a position in Alerian MLP ETF in Q1 2017 and held it in 5 quarters.
Edmond de Rothschild Holding's Alerian MLP ETF position peaked at $98K in Q1 2018.
602 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2018.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2018, filed 14 Aug 2018.