Institutional & Family Asset Management’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Institutional & Family Asset Management’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
2020 Q4	–	Sell	-8,300	Closed	-$57K	–	956
2020 Q3	$57K	Hold	8,300	–	–	0.01%	272
2020 Q2	$69K	Hold	8,300	–	–	0.01%	274
2020 Q1	$48K	Hold	8,300	–	–	0.01%	280
2019 Q4	$114K	Hold	8,300	–	–	0.02%	216
2019 Q3	$122K	Hold	8,300	–	–	0.03%	198
2019 Q2	$131K	Hold	8,300	–	–	0.03%	199
2019 Q1	$133K	Hold	8,300	–	–	0.03%	212
2018 Q4	$116K	Hold	8,300	–	–	0.03%	210
2018 Q3	$143K	Hold	8,300	–	–	0.03%	226
2018 Q2	$137K	Hold	8,300	–	–	0.03%	225
2018 Q1	$125K	Buy	+8,300	New	+$143K	0.03%	211
2016 Q2	–	Sell	-18,460	Closed	-$336K	–	133
2016 Q1	$336K	Hold	18,460	–	–	0.13%	105
2015 Q4	$336K	Buy	+18,460	New	+$356K	0.13%	105

Institutional & Family Asset Management's AMU Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of ETRACS Alerian MLP Index ETN (AMU) in Q4 2020, closing a stake of 8,300 shares — an estimated $57K sold.

Institutional & Family Asset Management first reported a position in AMU in Q4 2015 and held it in 13 quarters. The position peaked at $336K in Q1 2016. 0 funds tracked by Wall St. Rank hold AMU as of Q4 2020.

Institutional & Family Asset Management reported no remaining ETRACS Alerian MLP Index ETN position as of Q4 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 8,300 ETRACS Alerian MLP Index ETN shares in Q4 2020, an estimated $57K.
Institutional & Family Asset Management first reported a position in ETRACS Alerian MLP Index ETN in Q4 2015 and held it in 13 quarters.
Institutional & Family Asset Management's ETRACS Alerian MLP Index ETN position peaked at $336K in Q1 2016.
0 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.