Integrated Wealth Management (Palm Desert)’s Alerian MLP ETF AMLP Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$321K	Buy	5,045 +853	+20%	+$54.8K	0.11%	177
2016 Q4	$264K	Buy	4,192 +884	+27%	+$54.6K	0.1%	188
2016 Q3	$210K	Sell	3,308 -926	-22%	-$58.6K	0.08%	215
2016 Q2	$269K	Sell	4,234 -1,561	-27%	-$94K	0.1%	173
2016 Q1	$316K	Sell	5,795 -446	-7%	-$22.7K	0.13%	135
2015 Q4	$376K	Sell	6,241 -2,373	-28%	-$148K	0.16%	117
2015 Q3	$538K	Sell	8,614 -1,437	-14%	-$105K	0.24%	87
2015 Q2	$782K	Sell	10,051 -1,218	-11%	-$101K	0.3%	74
2015 Q1	$933K	Buy	+11,269	New	+$952K	0.39%	60

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 $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

TCT

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

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

JMPWA

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

Integrated Wealth Management (Palm Desert)'s AMLP Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Alerian MLP ETF (AMLP) stake by 20% in Q1 2017, buying an estimated $54.8K and bringing the position to 5,045 shares worth $321K. The position accounts for 0.11% of the portfolio, ranked #177.

Integrated Wealth Management (Palm Desert) first reported a position in AMLP in Q1 2015 and has held it in 9 quarters since. The position peaked at $933K in Q1 2015. 525 funds tracked by Wall St. Rank hold AMLP as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 5,045 shares of Alerian MLP ETF worth $321K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 853 Alerian MLP ETF shares in Q1 2017, an estimated $54.8K.
Alerian MLP ETF made up 0.11% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #177 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Alerian MLP ETF in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s Alerian MLP ETF position peaked at $933K in Q1 2015.
525 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.