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FineMark National Bank & Trust’s Alerian MLP ETF AMLP Stock Holding History

FineMark National Bank & Trust’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
-80
Closed -$5K – 402
2016
Q4 		$5K Sell
80
-98
-55% -$6.05K ﹤0.01% 1058
2016
Q3 		$11K Buy
178
+2
+1% +$126 ﹤0.01% 919
2016
Q2 		$11K Buy
176
+70
+66% +$4.22K ﹤0.01% 926
2016
Q1 		$6K Buy
106
+3
+3% +$152 ﹤0.01% 1000
2015
Q4 		$6K Sell
103
-598
-85% -$37.4K ﹤0.01% 1010
2015
Q3 		$44K Sell
701
-302
-30% -$22K 0.01% 654
2015
Q2 		$78K Buy
1,003
+3
+0.3% +$250 0.01% 537
2015
Q1 		$83K Sell
1,000
-65
-6% -$5.49K 0.01% 533
2014
Q4 		$93K Sell
1,065
-109
-9% -$9.88K 0.01% 502
2014
Q3 		$112K Buy
1,174
+3
+0.3% +$284 0.02% 451
2014
Q2 		$111K Buy
1,171
+115
+11% +$10.5K 0.02% 439
2014
Q1 		$93K Buy
1,056
+196
+23% +$17.2K 0.02% 471
2013
Q4 		$76K Sell
860
-240
-22% -$21.1K 0.02% 486
2013
Q3 		$97K Buy
1,100
+180
+20% +$15.9K 0.02% 427
2013
Q2 		$82K Buy
+920
New +$81.2K 0.02% 443

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

FineMark National Bank & Trust's AMLP Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Alerian MLP ETF (AMLP) in Q1 2017, closing a stake of 80 shares — an estimated $5K sold.

FineMark National Bank & Trust first reported a position in AMLP in Q2 2013 and held it in 15 quarters. The position peaked at $112K in Q3 2014. 524 funds tracked by Wall St. Rank hold AMLP as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Alerian MLP ETF position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 80 Alerian MLP ETF shares in Q1 2017, an estimated $5K.
  • FineMark National Bank & Trust first reported a position in Alerian MLP ETF in Q2 2013 and held it in 15 quarters.
  • FineMark National Bank & Trust's Alerian MLP ETF position peaked at $112K in Q3 2014.
  • 524 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.