Newfound Research’s Alerian MLP ETF AMLP Stock Holding History

Newfound Research’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	–	Sell	-237	Closed	-$15K	–	172
2016 Q4	$15K	Hold	237	–	–	0.01%	47
2016 Q3	$15K	Buy	+237	New	+$15K	0.01%	53

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

Newfound Research's AMLP Position: Q1 2017 in Review

Newfound Research sold out of Alerian MLP ETF (AMLP) in Q1 2017, closing a stake of 237 shares — an estimated $15K sold.

Newfound Research first reported a position in AMLP in Q3 2016 and held it in 2 quarters. The position peaked at $15K in Q4 2016. 524 funds tracked by Wall St. Rank hold AMLP as of Q1 2017.

Newfound Research reported no remaining Alerian MLP ETF position as of Q1 2017 after selling out during the quarter.
Newfound Research sold 237 Alerian MLP ETF shares in Q1 2017, an estimated $15K.
Newfound Research first reported a position in Alerian MLP ETF in Q3 2016 and held it in 2 quarters.
Newfound Research's Alerian MLP ETF position peaked at $15K in Q4 2016.
524 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2017.

Based on Newfound Research's 13F filing for Q1 2017, filed 2 May 2017.