KWMG LLC’s Alerian MLP ETF AMLP Stock Holding History

KWMG LLC’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 Q1	–	Sell	-17,364	Closed	-$1.5M	–	112
2014 Q4	$1.5M	Buy	+17,364	New	+$1.57M	1.25%	20

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

KWMG LLC's AMLP Position: Q1 2015 in Review

KWMG LLC sold out of Alerian MLP ETF (AMLP) in Q1 2015, closing a stake of 17,364 shares — an estimated $1.5M sold.

KWMG LLC first reported a position in AMLP in Q4 2014 and held it in 1 quarter. The position peaked at $1.5M in Q4 2014. 417 funds tracked by Wall St. Rank hold AMLP as of Q1 2015.

KWMG LLC reported no remaining Alerian MLP ETF position as of Q1 2015 after selling out during the quarter.
KWMG LLC sold 17,364 Alerian MLP ETF shares in Q1 2015, an estimated $1.5M.
KWMG LLC first reported a position in Alerian MLP ETF in Q4 2014 and held it in 1 quarter.
KWMG LLC's Alerian MLP ETF position peaked at $1.5M in Q4 2014.
417 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2015.

Based on KWMG LLC's 13F filing for Q1 2015, filed 13 May 2015.