KCM Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

KCM Investment Advisors’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
2016 Q3	–	Sell	-2,323	Closed	-$148K	–	537
2016 Q2	$148K	Buy	+2,323	New	+$140K	0.01%	509
2016 Q1	–	Sell	-2,361	Closed	-$142K	–	516
2015 Q4	$142K	Sell	2,361 -875	-27%	-$54.8K	0.01%	500
2015 Q3	$202K	Sell	3,236 -1,048	-24%	-$76.2K	0.02%	497
2015 Q2	$333K	Buy	4,284 +723	+20%	+$60.1K	0.03%	407
2015 Q1	$295K	Sell	3,561 -47	-1%	-$3.97K	0.02%	426
2014 Q4	$316K	Buy	+3,608	New	+$327K	0.03%	411

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCT

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KCM Investment Advisors's AMLP Position: Q3 2016 in Review

KCM Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q3 2016, closing a stake of 2,323 shares — an estimated $148K sold.

KCM Investment Advisors first reported a position in AMLP in Q4 2014 and held it in 6 quarters. The position peaked at $333K in Q2 2015. 454 funds tracked by Wall St. Rank hold AMLP as of Q3 2016.

KCM Investment Advisors reported no remaining Alerian MLP ETF position as of Q3 2016 after selling out during the quarter.
KCM Investment Advisors sold 2,323 Alerian MLP ETF shares in Q3 2016, an estimated $148K.
KCM Investment Advisors first reported a position in Alerian MLP ETF in Q4 2014 and held it in 6 quarters.
KCM Investment Advisors's Alerian MLP ETF position peaked at $333K in Q2 2015.
454 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2016.

Based on KCM Investment Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.