LBA Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

LBA Wealth Management’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	$51K	Hold	800	–	–	0.03%	193
2016 Q4	$50K	Hold	800	–	–	0.03%	191
2016 Q3	$51K	Hold	800	–	–	0.03%	195
2016 Q2	$51K	Buy	+800	New	+$48.2K	0.03%	192
2016 Q1	–	Sell	-20	Closed	-$1K	–	414
2015 Q4	$1K	Buy	+20	New	+$1.25K	﹤0.01%	391
2014 Q4	–	Sell	-100	Closed	-$10K	–	294
2014 Q3	$10K	Hold	100	–	–	0.01%	285
2014 Q2	$10K	Buy	+100	New	+$9.11K	0.01%	207

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

LBA Wealth Management's AMLP Position: Q1 2017 in Review

LBA Wealth Management held its Alerian MLP ETF (AMLP) position steady in Q1 2017 at 800 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #193.

LBA Wealth Management first reported a position in AMLP in Q2 2014 and has held it in 7 quarters since. 524 funds tracked by Wall St. Rank hold AMLP as of Q1 2017.

LBA Wealth Management held 800 shares of Alerian MLP ETF worth $51K as of Q1 2017.
LBA Wealth Management left its Alerian MLP ETF share count unchanged in Q1 2017.
Alerian MLP ETF made up 0.03% of LBA Wealth Management's portfolio in Q1 2017, its #193 holding.
LBA Wealth Management first reported a position in Alerian MLP ETF in Q2 2014 and has held it in 7 quarters since.
524 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.