Kissinger Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Kissinger Financial Services’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 Q2	$304K	Sell	5,076 -185	-4%	-$11.3K	0.3%	60
2017 Q1	$334K	Sell	5,261 -725	-12%	-$46.6K	0.34%	55
2016 Q4	$378K	Buy	5,986 +114	+2%	+$7.04K	0.4%	52
2016 Q3	$372K	Buy	+5,872	New	+$371K	0.41%	54

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JMPWA

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

Kissinger Financial Services's AMLP Position: Q2 2017 in Review

Kissinger Financial Services reduced its Alerian MLP ETF (AMLP) stake by 3.5% in Q2 2017, selling an estimated $11.3K and leaving 5,076 shares worth $304K. The position accounts for 0.3% of the portfolio, ranked #60.

Kissinger Financial Services first reported a position in AMLP in Q3 2016 and has held it in 4 quarters since. The position peaked at $378K in Q4 2016. 526 funds tracked by Wall St. Rank hold AMLP as of Q2 2017.

Kissinger Financial Services held 5,076 shares of Alerian MLP ETF worth $304K as of Q2 2017.
Kissinger Financial Services sold 185 Alerian MLP ETF shares in Q2 2017, an estimated $11.3K.
Alerian MLP ETF made up 0.3% of Kissinger Financial Services's portfolio in Q2 2017, its #60 holding.
Kissinger Financial Services first reported a position in Alerian MLP ETF in Q3 2016 and has held it in 4 quarters since.
Kissinger Financial Services's Alerian MLP ETF position peaked at $378K in Q4 2016.
526 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.