IFP Advisors’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

IFP 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
2019 Q1	–	Sell	-4,040	Closed	-$56K	–	3995
2018 Q4	$56K	Sell	4,040 -1,315	-25%	-$20.9K	﹤0.01%	1549
2018 Q3	$92K	Hold	5,355	–	–	﹤0.01%	1533
2018 Q2	$88K	Hold	5,355	–	–	﹤0.01%	1553
2018 Q1	$93K	Hold	5,355	–	–	﹤0.01%	1430
2017 Q4	$93K	Sell	5,355 -1,110	-17%	-$19K	﹤0.01%	1442
2017 Q3	$115K	Sell	6,465 -2,845	-31%	-$51.6K	﹤0.01%	1476
2017 Q2	$174K	Hold	9,310	–	–	0.01%	1213
2017 Q1	$189K	Hold	9,310	–	–	0.01%	1148
2016 Q4	$185K	Buy	9,310 +200	+2%	+$3.84K	0.01%	1096
2016 Q3	$181K	Sell	9,110 -3,293	-27%	-$65.1K	0.01%	1052
2016 Q2	$248K	Buy	+12,403	New	+$232K	0.01%	867
2016 Q1	–	Sell	-10,863	Closed	-$198K	–	4439
2015 Q4	$198K	Buy	+10,863	New	+$210K	0.01%	839

Other funds holding AMU

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

IFP Advisors's AMU Position: Q1 2019 in Review

IFP Advisors sold out of ETRACS Alerian MLP Index ETN (AMU) in Q1 2019, closing a stake of 4,040 shares — an estimated $56K sold.

IFP Advisors first reported a position in AMU in Q4 2015 and held it in 12 quarters. The position peaked at $248K in Q2 2016. 42 funds tracked by Wall St. Rank hold AMU as of Q1 2019.

IFP Advisors reported no remaining ETRACS Alerian MLP Index ETN position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 4,040 ETRACS Alerian MLP Index ETN shares in Q1 2019, an estimated $56K.
IFP Advisors first reported a position in ETRACS Alerian MLP Index ETN in Q4 2015 and held it in 12 quarters.
IFP Advisors's ETRACS Alerian MLP Index ETN position peaked at $248K in Q2 2016.
42 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.