Neumann Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Neumann Capital 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
2018 Q2	–	Sell	-2,950	Closed	-$138K	–	74
2018 Q1	$138K	Sell	2,950 -75,391	-96%	-$4.03M	0.09%	75
2017 Q4	$4.23M	Sell	78,341 -14,311	-15%	-$766K	2.59%	11
2017 Q3	$5.2M	Sell	92,652 -3,729	-4%	-$213K	3.22%	9
2017 Q2	$5.76M	Buy	96,381 +2,882	+3%	+$176K	3.71%	7
2017 Q1	$5.94M	Sell	93,499 -2,048	-2%	-$132K	3.85%	6
2016 Q4	$6.02M	Buy	95,547 +1,505	+2%	+$93K	3.88%	5
2016 Q3	$5.97M	Buy	94,042 +2,570	+3%	+$163K	3.97%	5
2016 Q2	$5.82M	Buy	91,472 +382	+0.4%	+$23K	3.86%	6
2016 Q1	$4.97M	Buy	91,090 +30,164	+50%	+$1.53M	3.27%	10
2015 Q4	$3.67M	Sell	60,926 -15,464	-20%	-$968K	2.55%	13
2015 Q3	$4.77M	Buy	76,390 +3,870	+5%	+$281K	3.37%	10
2015 Q2	$5.64M	Buy	72,520 +2,690	+4%	+$224K	3.6%	7
2015 Q1	$5.79M	Buy	69,830 +690	+1%	+$58.3K	3.69%	7
2014 Q4	$6.06M	Buy	+69,140	New	+$6.27M	3.95%	4

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Neumann Capital Management's AMLP Position: Q2 2018 in Review

Neumann Capital Management sold out of Alerian MLP ETF (AMLP) in Q2 2018, closing a stake of 2,950 shares — an estimated $138K sold.

Neumann Capital Management first reported a position in AMLP in Q4 2014 and held it in 14 quarters. The position peaked at $6.06M in Q4 2014. 602 funds tracked by Wall St. Rank hold AMLP as of Q2 2018.

Neumann Capital Management reported no remaining Alerian MLP ETF position as of Q2 2018 after selling out during the quarter.
Neumann Capital Management sold 2,950 Alerian MLP ETF shares in Q2 2018, an estimated $138K.
Neumann Capital Management first reported a position in Alerian MLP ETF in Q4 2014 and held it in 14 quarters.
Neumann Capital Management's Alerian MLP ETF position peaked at $6.06M in Q4 2014.
602 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2018.

Based on Neumann Capital Management's 13F filing for Q2 2018, filed 10 Aug 2018.