Klingman & Associates’s Alerian MLP ETF AMLP Stock Holding History

Klingman & Associates’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 Q4	–	Sell	-100	Closed	-$6K	–	107
2016 Q3	$6K	Hold	100	–	–	﹤0.01%	317
2016 Q2	$6K	Hold	100	–	–	﹤0.01%	315
2016 Q1	$5K	Hold	100	–	–	﹤0.01%	325
2015 Q4	$6K	Hold	100	–	–	﹤0.01%	327
2015 Q3	$6K	Hold	100	–	–	﹤0.01%	346
2015 Q2	$8K	Hold	100	–	–	﹤0.01%	322
2015 Q1	$8K	Hold	100	–	–	﹤0.01%	289
2014 Q4	$8K	Buy	+100	New	+$9.07K	﹤0.01%	294

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Klingman & Associates's AMLP Position: Q4 2016 in Review

Klingman & Associates sold out of Alerian MLP ETF (AMLP) in Q4 2016, closing a stake of 100 shares — an estimated $6K sold.

Klingman & Associates first reported a position in AMLP in Q4 2014 and held it in 8 quarters. The position peaked at $8K in Q2 2015. 505 funds tracked by Wall St. Rank hold AMLP as of Q4 2016.

Klingman & Associates reported no remaining Alerian MLP ETF position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 100 Alerian MLP ETF shares in Q4 2016, an estimated $6K.
Klingman & Associates first reported a position in Alerian MLP ETF in Q4 2014 and held it in 8 quarters.
Klingman & Associates's Alerian MLP ETF position peaked at $8K in Q2 2015.
505 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.