Fusion Investment Group’s Alerian MLP ETF AMLP Stock Holding History

Fusion Investment Group’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
2015 Q3	–	Sell	-160	Closed	-$12K	–	162
2015 Q2	$12K	Buy	+160	New	+$13.3K	0.01%	153
2014 Q4	–	Sell	-160	Closed	-$15K	–	109
2014 Q3	$15K	Hold	160	–	–	0.01%	153
2014 Q2	$15K	Hold	160	–	–	0.01%	174
2014 Q1	$14K	Buy	+160	New	+$14K	0.01%	175

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fusion Investment Group's AMLP Position: Q3 2015 in Review

Fusion Investment Group sold out of Alerian MLP ETF (AMLP) in Q3 2015, closing a stake of 160 shares — an estimated $12K sold.

Fusion Investment Group first reported a position in AMLP in Q1 2014 and held it in 4 quarters. The position peaked at $15K in Q3 2014. 412 funds tracked by Wall St. Rank hold AMLP as of Q3 2015.

Fusion Investment Group reported no remaining Alerian MLP ETF position as of Q3 2015 after selling out during the quarter.
Fusion Investment Group sold 160 Alerian MLP ETF shares in Q3 2015, an estimated $12K.
Fusion Investment Group first reported a position in Alerian MLP ETF in Q1 2014 and held it in 4 quarters.
Fusion Investment Group's Alerian MLP ETF position peaked at $15K in Q3 2014.
412 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2015.

Based on Fusion Investment Group's 13F filing for Q3 2015, filed 16 Nov 2015.