NewSquare Capital’s Alerian MLP ETF AMLP Stock Holding History

NewSquare Capital’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 Q1	–	Sell	-16	Closed	-$1K	–	330
2017 Q4	$1K	Hold	16	–	–	﹤0.01%	322
2017 Q3	$1K	Buy	+16	New	+$915	﹤0.01%	323
2015 Q3	–	Sell	-38	Closed	-$3K	–	318
2015 Q2	$3K	Hold	38	–	–	﹤0.01%	283
2015 Q1	$3K	Hold	38	–	–	﹤0.01%	254
2014 Q4	$3K	Sell	38 -165	-81%	-$15K	﹤0.01%	263
2014 Q3	$19K	Buy	+203	New	+$19.2K	0.01%	216

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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

NewSquare Capital's AMLP Position: Q1 2018 in Review

NewSquare Capital sold out of Alerian MLP ETF (AMLP) in Q1 2018, closing a stake of 16 shares — an estimated $1K sold.

NewSquare Capital first reported a position in AMLP in Q3 2014 and held it in 6 quarters. The position peaked at $19K in Q3 2014. 608 funds tracked by Wall St. Rank hold AMLP as of Q1 2018.

NewSquare Capital reported no remaining Alerian MLP ETF position as of Q1 2018 after selling out during the quarter.
NewSquare Capital sold 16 Alerian MLP ETF shares in Q1 2018, an estimated $1K.
NewSquare Capital first reported a position in Alerian MLP ETF in Q3 2014 and held it in 6 quarters.
NewSquare Capital's Alerian MLP ETF position peaked at $19K in Q3 2014.
608 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2018.

Based on NewSquare Capital's 13F filing for Q1 2018, filed 24 Apr 2018.