Envestnet Asset Management
AMPS

Envestnet Asset Management’s ISHARES TR UTILITIES SECTOR BD ETF AMPS Stock Holding History

Envestnet Asset Management’s Portfolio AMPS Stock Details AMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-123
Closed -$6K – 2645
2014
Q4 		$6K Sell
123
-27
-18% -$1.39K ﹤0.01% 2110
2014
Q3 		$8K Buy
+150
New +$7.69K ﹤0.01% 2213

Other funds holding AMPS

SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Envestnet Asset Management's AMPS Position: Q1 2015 in Review

Envestnet Asset Management sold out of ISHARES TR UTILITIES SECTOR BD ETF (AMPS) in Q1 2015, closing a stake of 123 shares — an estimated $6K sold.

Envestnet Asset Management first reported a position in AMPS in Q3 2014 and held it in 2 quarters. The position peaked at $8K in Q3 2014. 9 funds tracked by Wall St. Rank hold AMPS as of Q1 2015.

  • Envestnet Asset Management reported no remaining ISHARES TR UTILITIES SECTOR BD ETF position as of Q1 2015 after selling out during the quarter.
  • Envestnet Asset Management sold 123 ISHARES TR UTILITIES SECTOR BD ETF shares in Q1 2015, an estimated $6K.
  • Envestnet Asset Management first reported a position in ISHARES TR UTILITIES SECTOR BD ETF in Q3 2014 and held it in 2 quarters.
  • Envestnet Asset Management's ISHARES TR UTILITIES SECTOR BD ETF position peaked at $8K in Q3 2014.
  • 9 funds tracked by Wall St. Rank held ISHARES TR UTILITIES SECTOR BD ETF as of Q1 2015.

Based on Envestnet Asset Management's 13F filing for Q1 2015, filed 15 May 2015.