King Wealth Management Group’s Alerian MLP ETF AMLP Stock Holding History

King Wealth 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
2015 Q4	–	Sell	-3,180	Closed	-$198K	–	105
2015 Q3	$198K	Buy	3,180 +640	+25%	+$46.5K	0.12%	100
2015 Q2	$198K	Buy	2,540 +24	+1%	+$2K	0.11%	110
2015 Q1	$208K	Buy	2,516 +156	+7%	+$13.2K	0.12%	101
2014 Q4	$207K	Buy	+2,360	New	+$214K	0.11%	111

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 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

Citigroup New York $235B AUM 32.99% 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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

TCT

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

King Wealth Management Group's AMLP Position: Q4 2015 in Review

King Wealth Management Group sold out of Alerian MLP ETF (AMLP) in Q4 2015, closing a stake of 3,180 shares — an estimated $198K sold.

King Wealth Management Group first reported a position in AMLP in Q4 2014 and held it in 4 quarters. The position peaked at $208K in Q1 2015. 461 funds tracked by Wall St. Rank hold AMLP as of Q4 2015.

King Wealth Management Group reported no remaining Alerian MLP ETF position as of Q4 2015 after selling out during the quarter.
King Wealth Management Group sold 3,180 Alerian MLP ETF shares in Q4 2015, an estimated $198K.
King Wealth Management Group first reported a position in Alerian MLP ETF in Q4 2014 and held it in 4 quarters.
King Wealth Management Group's Alerian MLP ETF position peaked at $208K in Q1 2015.
461 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2015.

Based on King Wealth Management Group's 13F filing for Q4 2015, filed 11 Feb 2016.