Family Management’s Alerian MLP ETF AMLP Stock Holding History

Family 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
2016 Q3	–	Sell	-2,200	Closed	-$140K	–	78
2016 Q2	$140K	Hold	2,200	–	–	0.08%	75
2016 Q1	$120K	Hold	2,200	–	–	0.08%	66
2015 Q4	$133K	Sell	2,200 -95	-4%	-$5.95K	0.07%	72
2015 Q3	$143K	Hold	2,295	–	–	0.06%	88
2015 Q2	$179K	Buy	2,295 +95	+4%	+$7.9K	0.07%	88
2015 Q1	$182K	Hold	2,200	–	–	0.08%	79
2014 Q4	$193K	Hold	2,200	–	–	0.09%	84
2014 Q3	$211K	Hold	2,200	–	–	0.1%	81
2014 Q2	$209K	Hold	2,200	–	–	0.1%	77
2014 Q1	$194K	Buy	+2,200	New	+$193K	0.1%	70

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Family Management's AMLP Position: Q3 2016 in Review

Family Management sold out of Alerian MLP ETF (AMLP) in Q3 2016, closing a stake of 2,200 shares — an estimated $140K sold.

Family Management first reported a position in AMLP in Q1 2014 and held it in 10 quarters. The position peaked at $211K in Q3 2014. 456 funds tracked by Wall St. Rank hold AMLP as of Q3 2016.

Family Management reported no remaining Alerian MLP ETF position as of Q3 2016 after selling out during the quarter.
Family Management sold 2,200 Alerian MLP ETF shares in Q3 2016, an estimated $140K.
Family Management first reported a position in Alerian MLP ETF in Q1 2014 and held it in 10 quarters.
Family Management's Alerian MLP ETF position peaked at $211K in Q3 2014.
456 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2016.

Based on Family Management's 13F filing for Q3 2016, filed 30 Nov 2016.