OTA Financial Group’s Alerian MLP ETF AMLP Stock Holding History

OTA Financial Group’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
2013 Q3	–	Sell	-18,867	Closed	-$1.68M	–	73
2013 Q2	$1.68M	Buy	+18,867	New	+$1.66M	0.77%	20

Other funds holding AMLP

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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 Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MDE Group Morristown, New Jersey $389M AUM 6.91% 1-Year Est. Return

OTA Financial Group's AMLP Position: Q3 2013 in Review

OTA Financial Group sold out of Alerian MLP ETF (AMLP) in Q3 2013, closing a stake of 18,867 shares — an estimated $1.68M sold.

OTA Financial Group first reported a position in AMLP in Q2 2013 and held it in 1 quarter. The position peaked at $1.68M in Q2 2013. 320 funds tracked by Wall St. Rank hold AMLP as of Q3 2013.

OTA Financial Group reported no remaining Alerian MLP ETF position as of Q3 2013 after selling out during the quarter.
OTA Financial Group sold 18,867 Alerian MLP ETF shares in Q3 2013, an estimated $1.68M.
OTA Financial Group first reported a position in Alerian MLP ETF in Q2 2013 and held it in 1 quarter.
OTA Financial Group's Alerian MLP ETF position peaked at $1.68M in Q2 2013.
320 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2013.

Based on OTA Financial Group's 13F filing for Q3 2013, filed 12 Nov 2013.