Kernodle & Katon Asset Management Group’s Alerian MLP ETF AMLP Stock Holding History

Kernodle & Katon Asset Management Group’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	–	Sell	-101	Closed	-$6K	–	330
2016 Q4	$6K	Hold	101	–	–	﹤0.01%	243
2016 Q3	$6K	Hold	101	–	–	﹤0.01%	282
2016 Q2	$6K	Buy	101 +58	+135%	+$3.49K	0.01%	241
2016 Q1	$2K	Hold	43	–	–	﹤0.01%	283
2015 Q4	$3K	Buy	+43	New	+$2.69K	﹤0.01%	247

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

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

Kernodle & Katon Asset Management Group's AMLP Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group sold out of Alerian MLP ETF (AMLP) in Q1 2017, closing a stake of 101 shares — an estimated $6K sold.

Kernodle & Katon Asset Management Group first reported a position in AMLP in Q4 2015 and held it in 5 quarters. The position peaked at $6K in Q4 2016. 524 funds tracked by Wall St. Rank hold AMLP as of Q1 2017.

Kernodle & Katon Asset Management Group reported no remaining Alerian MLP ETF position as of Q1 2017 after selling out during the quarter.
Kernodle & Katon Asset Management Group sold 101 Alerian MLP ETF shares in Q1 2017, an estimated $6K.
Kernodle & Katon Asset Management Group first reported a position in Alerian MLP ETF in Q4 2015 and held it in 5 quarters.
Kernodle & Katon Asset Management Group's Alerian MLP ETF position peaked at $6K in Q4 2016.
524 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.