Grimes & Company’s Alerian MLP ETF AMLP Stock Holding History

Grimes & Company’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
2018 Q1	–	Sell	-17,034	Closed	-$919K	–	240
2017 Q4	$919K	Buy	+17,034	New	+$911K	0.09%	111

Other funds holding AMLP

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Grimes & Company's AMLP Position: Q1 2018 in Review

Grimes & Company sold out of Alerian MLP ETF (AMLP) in Q1 2018, closing a stake of 17,034 shares — an estimated $919K sold.

Grimes & Company first reported a position in AMLP in Q4 2017 and held it in 1 quarter. The position peaked at $919K in Q4 2017. 608 funds tracked by Wall St. Rank hold AMLP as of Q1 2018.

Grimes & Company reported no remaining Alerian MLP ETF position as of Q1 2018 after selling out during the quarter.
Grimes & Company sold 17,034 Alerian MLP ETF shares in Q1 2018, an estimated $919K.
Grimes & Company first reported a position in Alerian MLP ETF in Q4 2017 and held it in 1 quarter.
Grimes & Company's Alerian MLP ETF position peaked at $919K in Q4 2017.
608 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2018.

Based on Grimes & Company's 13F filing for Q1 2018, filed 7 May 2018.