Physicians Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Physicians Financial Services’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	-82	Closed	-$5K	–	115
2016 Q4	$5K	Hold	82	–	–	﹤0.01%	264
2016 Q3	$5K	Hold	82	–	–	﹤0.01%	259
2016 Q2	$5K	Buy	82 +1	+1%	+$60	﹤0.01%	255
2016 Q1	$4K	Buy	81 +1	+1%	+$51	﹤0.01%	258
2015 Q4	$5K	Buy	+80	New	+$5.01K	﹤0.01%	263

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

Physicians Financial Services's AMLP Position: Q1 2017 in Review

Physicians Financial Services sold out of Alerian MLP ETF (AMLP) in Q1 2017, closing a stake of 82 shares — an estimated $5K sold.

Physicians Financial Services first reported a position in AMLP in Q4 2015 and held it in 5 quarters. The position peaked at $5K in Q4 2016. 524 funds tracked by Wall St. Rank hold AMLP as of Q1 2017.

Physicians Financial Services reported no remaining Alerian MLP ETF position as of Q1 2017 after selling out during the quarter.
Physicians Financial Services sold 82 Alerian MLP ETF shares in Q1 2017, an estimated $5K.
Physicians Financial Services first reported a position in Alerian MLP ETF in Q4 2015 and held it in 5 quarters.
Physicians Financial Services's Alerian MLP ETF position peaked at $5K in Q4 2016.
524 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.