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

McNamara 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
2015 Q3	–	Sell	-2,840	Closed	-$221K	–	59
2015 Q2	$221K	Sell	2,840 -1,000	-26%	-$83.2K	0.21%	62
2015 Q1	$318K	Buy	3,840 +100	+3%	+$8.45K	0.29%	59
2014 Q4	$328K	Buy	+3,740	New	+$339K	0.3%	58

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McNamara Financial Services's AMLP Position: Q3 2015 in Review

McNamara Financial Services sold out of Alerian MLP ETF (AMLP) in Q3 2015, closing a stake of 2,840 shares — an estimated $221K sold.

McNamara Financial Services first reported a position in AMLP in Q4 2014 and held it in 3 quarters. The position peaked at $328K in Q4 2014. 412 funds tracked by Wall St. Rank hold AMLP as of Q3 2015.

McNamara Financial Services reported no remaining Alerian MLP ETF position as of Q3 2015 after selling out during the quarter.
McNamara Financial Services sold 2,840 Alerian MLP ETF shares in Q3 2015, an estimated $221K.
McNamara Financial Services first reported a position in Alerian MLP ETF in Q4 2014 and held it in 3 quarters.
McNamara Financial Services's Alerian MLP ETF position peaked at $328K in Q4 2014.
412 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2015.

Based on McNamara Financial Services's 13F filing for Q3 2015, filed 12 Nov 2015.