Gruss & Co’s Alerian MLP ETF AMLP Stock Holding History

Gruss & Co’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 Q2	–	Sell	-3,000	Closed	-$191K	–	37
2017 Q1	$191K	Hold	3,000	–	–	0.19%	38
2016 Q4	$189K	Hold	3,000	–	–	0.21%	42
2016 Q3	$190K	Hold	3,000	–	–	0.24%	34
2016 Q2	$191K	Hold	3,000	–	–	0.23%	32
2016 Q1	$164K	Sell	3,000 -16,000	-84%	-$813K	0.23%	35
2015 Q4	$1.15M	Buy	+19,000	New	+$1.19M	1.53%	21

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Gruss & Co's AMLP Position: Q2 2017 in Review

Gruss & Co sold out of Alerian MLP ETF (AMLP) in Q2 2017, closing a stake of 3,000 shares — an estimated $191K sold.

Gruss & Co first reported a position in AMLP in Q4 2015 and held it in 6 quarters. The position peaked at $1.15M in Q4 2015. 527 funds tracked by Wall St. Rank hold AMLP as of Q2 2017.

Gruss & Co reported no remaining Alerian MLP ETF position as of Q2 2017 after selling out during the quarter.
Gruss & Co sold 3,000 Alerian MLP ETF shares in Q2 2017, an estimated $191K.
Gruss & Co first reported a position in Alerian MLP ETF in Q4 2015 and held it in 6 quarters.
Gruss & Co's Alerian MLP ETF position peaked at $1.15M in Q4 2015.
527 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2017.

Based on Gruss & Co's 13F filing for Q2 2017, filed 4 Aug 2017.