FMWA
AMU

Forvis Mazars Wealth Advisors’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio AMU Stock Details AMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-29,045
Closed -$516K – 251
2017
Q3 		$516K Buy
+29,045
New +$526K 0.06% 135

Other funds holding AMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Forvis Mazars Wealth Advisors's AMU Position: Q4 2017 in Review

Forvis Mazars Wealth Advisors sold out of ETRACS Alerian MLP Index ETN (AMU) in Q4 2017, closing a stake of 29,045 shares — an estimated $516K sold.

Forvis Mazars Wealth Advisors first reported a position in AMU in Q3 2017 and held it in 1 quarter. The position peaked at $516K in Q3 2017. 41 funds tracked by Wall St. Rank hold AMU as of Q4 2017.

  • Forvis Mazars Wealth Advisors reported no remaining ETRACS Alerian MLP Index ETN position as of Q4 2017 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 29,045 ETRACS Alerian MLP Index ETN shares in Q4 2017, an estimated $516K.
  • Forvis Mazars Wealth Advisors first reported a position in ETRACS Alerian MLP Index ETN in Q3 2017 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's ETRACS Alerian MLP Index ETN position peaked at $516K in Q3 2017.
  • 41 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q4 2017.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2017, filed 18 Jan 2018.