Ironwood Investment Counsel’s Alerian MLP ETF AMLP Stock Holding History

Ironwood Investment Counsel’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	-7,241	Closed	-$390K	–	136
2017 Q4	$390K	Sell	7,241 -196	-3%	-$10.5K	0.14%	102
2017 Q3	$417K	Sell	7,437 -516	-6%	-$29.5K	0.17%	97
2017 Q2	$476K	Sell	7,953 -611	-7%	-$37.2K	0.18%	102
2017 Q1	$544K	Buy	8,564 +230	+3%	+$14.8K	0.23%	86
2016 Q4	$525K	Sell	8,334 -300	-3%	-$18.5K	0.23%	84
2016 Q3	$548K	Buy	+8,634	New	+$546K	0.26%	82
2016 Q2	–	Sell	-10,972	Closed	-$599K	–	124
2016 Q1	$599K	Sell	10,972 -23,018	-68%	-$1.17M	0.31%	73
2015 Q4	$2.05M	Buy	33,990 +31,280	+1,154%	+$1.96M	1.17%	28
2015 Q3	$169K	Buy	+2,710	New	+$197K	0.09%	130

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

Ironwood Investment Counsel's AMLP Position: Q1 2018 in Review

Ironwood Investment Counsel sold out of Alerian MLP ETF (AMLP) in Q1 2018, closing a stake of 7,241 shares — an estimated $390K sold.

Ironwood Investment Counsel first reported a position in AMLP in Q3 2015 and held it in 9 quarters. The position peaked at $2.05M in Q4 2015. 608 funds tracked by Wall St. Rank hold AMLP as of Q1 2018.

Ironwood Investment Counsel reported no remaining Alerian MLP ETF position as of Q1 2018 after selling out during the quarter.
Ironwood Investment Counsel sold 7,241 Alerian MLP ETF shares in Q1 2018, an estimated $390K.
Ironwood Investment Counsel first reported a position in Alerian MLP ETF in Q3 2015 and held it in 9 quarters.
Ironwood Investment Counsel's Alerian MLP ETF position peaked at $2.05M in Q4 2015.
608 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2018.

Based on Ironwood Investment Counsel's 13F filing for Q1 2018, filed 30 Apr 2018.