Efficient Market Advisors’s Alerian MLP ETF AMLP Stock Holding History

Efficient Market Advisors’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
2017 Q1	$41M	Buy	645,118 +89,944	+16%	+$5.78M	5.64%	7
2016 Q4	$35M	Buy	555,174 +274,642	+98%	+$17M	5.21%	7
2016 Q3	$17.8M	Buy	280,532 +30,887	+12%	+$1.95M	2.74%	14
2016 Q2	$15.9M	Buy	249,645 +24,568	+11%	+$1.48M	2.6%	14
2016 Q1	$12.3M	Buy	225,077 +224,277	+28,035%	+$11.4M	2.12%	15
2015 Q4	$48K	Buy	+800	New	+$50.1K	0.01%	92
2015 Q2	–	Sell	-100	Closed	-$8K	–	142
2015 Q1	$8K	Buy	+100	New	+$8.45K	﹤0.01%	121

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Efficient Market Advisors's AMLP Position: Q1 2017 in Review

Efficient Market Advisors increased its Alerian MLP ETF (AMLP) stake by 16% in Q1 2017, buying an estimated $5.78M and bringing the position to 645,118 shares worth $41M. The position accounts for 5.64% of the portfolio, ranked #7.

Efficient Market Advisors first reported a position in AMLP in Q1 2015 and has held it in 7 quarters since. 525 funds tracked by Wall St. Rank hold AMLP as of Q1 2017.

Efficient Market Advisors held 645,118 shares of Alerian MLP ETF worth $41M as of Q1 2017.
Efficient Market Advisors bought 89,944 Alerian MLP ETF shares in Q1 2017, an estimated $5.78M.
Alerian MLP ETF made up 5.64% of Efficient Market Advisors's portfolio in Q1 2017, its #7 holding.
Efficient Market Advisors first reported a position in Alerian MLP ETF in Q1 2015 and has held it in 7 quarters since.
525 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.