MSA
AMU

Marino Stram & Associates’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Marino Stram & Associates’s Portfolio AMU Stock Details AMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,780
Closed -$117K – 684
2018
Q3 		$117K Hold
6,780
– – 0.09% 111
2018
Q2 		$112K Hold
6,780
– – 0.1% 114
2018
Q1 		$102K Hold
6,780
– – 0.09% 124
2017
Q4 		$117K Buy
+6,780
New +$116K 0.11% 106

Other funds holding AMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marino Stram & Associates's AMU Position: Q4 2018 in Review

Marino Stram & Associates sold out of ETRACS Alerian MLP Index ETN (AMU) in Q4 2018, closing a stake of 6,780 shares — an estimated $117K sold.

Marino Stram & Associates first reported a position in AMU in Q4 2017 and held it in 4 quarters. The position peaked at $117K in Q3 2018. 44 funds tracked by Wall St. Rank hold AMU as of Q4 2018.

  • Marino Stram & Associates reported no remaining ETRACS Alerian MLP Index ETN position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 6,780 ETRACS Alerian MLP Index ETN shares in Q4 2018, an estimated $117K.
  • Marino Stram & Associates first reported a position in ETRACS Alerian MLP Index ETN in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's ETRACS Alerian MLP Index ETN position peaked at $117K in Q3 2018.
  • 44 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.