Pictet Bank & Trust’s Alerian MLP ETF AMLP Stock Holding History

Pictet Bank & Trust’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
2019 Q1	–	Sell	-8,736	Closed	-$381K	–	66
2018 Q4	$381K	Sell	8,736 -970	-10%	-$47.6K	0.15%	64
2018 Q3	$518K	Sell	9,706 -1,078	-10%	-$58.1K	0.16%	64
2018 Q2	$545K	Sell	10,784 -940	-8%	-$47.7K	0.19%	60
2018 Q1	$549K	Hold	11,724	–	–	0.2%	59
2017 Q4	$633K	Hold	11,724	–	–	0.19%	67
2017 Q3	$658K	Sell	11,724 -7,020	-37%	-$401K	0.2%	61
2017 Q2	$1.12M	Buy	18,744 +7,020	+60%	+$428K	0.35%	55
2017 Q1	$745K	Buy	11,724 +6,224	+113%	+$400K	0.22%	54
2016 Q4	$347K	Hold	5,500	–	–	0.12%	65
2016 Q3	$349K	Hold	5,500	–	–	0.12%	65
2016 Q2	$350K	Buy	+5,500	New	+$331K	0.13%	62

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Pictet Bank & Trust's AMLP Position: Q1 2019 in Review

Pictet Bank & Trust sold out of Alerian MLP ETF (AMLP) in Q1 2019, closing a stake of 8,736 shares — an estimated $381K sold.

Pictet Bank & Trust first reported a position in AMLP in Q2 2016 and held it in 11 quarters. The position peaked at $1.12M in Q2 2017. 646 funds tracked by Wall St. Rank hold AMLP as of Q1 2019.

Pictet Bank & Trust reported no remaining Alerian MLP ETF position as of Q1 2019 after selling out during the quarter.
Pictet Bank & Trust sold 8,736 Alerian MLP ETF shares in Q1 2019, an estimated $381K.
Pictet Bank & Trust first reported a position in Alerian MLP ETF in Q2 2016 and held it in 11 quarters.
Pictet Bank & Trust's Alerian MLP ETF position peaked at $1.12M in Q2 2017.
646 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2019.

Based on Pictet Bank & Trust's 13F filing for Q1 2019, filed 2 May 2019.