Moody Lynn & Lieberson’s Alerian MLP ETF AMLP Stock Holding History

Moody Lynn & Lieberson’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 Q2	–	Sell	-10,376	Closed	-$659K	–	214
2017 Q1	$659K	Sell	10,376 -439	-4%	-$28.2K	0.09%	104
2016 Q4	$681K	Sell	10,815 -70,062	-87%	-$4.33M	0.1%	101
2016 Q3	$5.13M	Buy	80,877 +17,579	+28%	+$1.11M	0.85%	45
2016 Q2	$4.03M	Buy	+63,298	New	+$3.81M	0.72%	45
2015 Q3	–	Sell	-9,236	Closed	-$719K	–	161
2015 Q2	$719K	Sell	9,236 -299	-3%	-$24.9K	0.11%	107
2015 Q1	$790K	Sell	9,535 -3,092	-24%	-$261K	0.13%	101
2014 Q4	$1.11M	Sell	12,627 -15,123	-54%	-$1.37M	0.16%	98
2014 Q3	$2.66M	Sell	27,750 -86	-0.3%	-$8.13K	0.4%	68
2014 Q2	$2.64M	Buy	27,836 +2,565	+10%	+$234K	0.36%	77
2014 Q1	$2.23M	Buy	+25,271	New	+$2.22M	0.32%	84

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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Moody Lynn & Lieberson's AMLP Position: Q2 2017 in Review

Moody Lynn & Lieberson sold out of Alerian MLP ETF (AMLP) in Q2 2017, closing a stake of 10,376 shares — an estimated $659K sold.

Moody Lynn & Lieberson first reported a position in AMLP in Q1 2014 and held it in 10 quarters. The position peaked at $5.13M in Q3 2016. 526 funds tracked by Wall St. Rank hold AMLP as of Q2 2017.

Moody Lynn & Lieberson reported no remaining Alerian MLP ETF position as of Q2 2017 after selling out during the quarter.
Moody Lynn & Lieberson sold 10,376 Alerian MLP ETF shares in Q2 2017, an estimated $659K.
Moody Lynn & Lieberson first reported a position in Alerian MLP ETF in Q1 2014 and held it in 10 quarters.
Moody Lynn & Lieberson's Alerian MLP ETF position peaked at $5.13M in Q3 2016.
526 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2017.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2017, filed 26 Jul 2017.