EFG Asset Management (Americas)’s Alerian MLP ETF AMLP Stock Holding History

EFG Asset Management (Americas)’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	–	Sell	-2,130	Closed	-$134K	–	120
2016 Q4	$134K	Sell	2,130 -1,495	-41%	-$92.4K	0.06%	103
2016 Q3	$223K	Sell	3,625 -463	-11%	-$29.3K	0.09%	94
2016 Q2	$252K	Sell	4,088 -1,342	-25%	-$80.9K	0.12%	85
2016 Q1	$288K	Buy	5,430 +10	+0.2%	+$508	0.14%	81
2015 Q4	$321K	Buy	5,420 +386	+8%	+$24.2K	0.2%	67
2015 Q3	$306K	Sell	5,034 -27	-0.5%	-$1.96K	0.19%	75
2015 Q2	$410K	Buy	5,061 +1,146	+29%	+$95.3K	0.25%	69
2015 Q1	$318K	Buy	3,915 +68	+2%	+$5.74K	0.25%	60
2014 Q4	$338K	Buy	+3,847	New	+$349K	0.21%	64

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

EFG Asset Management (Americas)'s AMLP Position: Q1 2017 in Review

EFG Asset Management (Americas) sold out of Alerian MLP ETF (AMLP) in Q1 2017, closing a stake of 2,130 shares — an estimated $134K sold.

EFG Asset Management (Americas) first reported a position in AMLP in Q4 2014 and held it in 9 quarters. The position peaked at $410K in Q2 2015. 525 funds tracked by Wall St. Rank hold AMLP as of Q1 2017.

EFG Asset Management (Americas) reported no remaining Alerian MLP ETF position as of Q1 2017 after selling out during the quarter.
EFG Asset Management (Americas) sold 2,130 Alerian MLP ETF shares in Q1 2017, an estimated $134K.
EFG Asset Management (Americas) first reported a position in Alerian MLP ETF in Q4 2014 and held it in 9 quarters.
EFG Asset Management (Americas)'s Alerian MLP ETF position peaked at $410K in Q2 2015.
525 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2017.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2017, filed 10 May 2017.