Placemark Investments’s Alerian MLP ETF AMLP Stock Holding History

Placemark Investments’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
2014 Q4	$3.04M	Buy	34,703 +10,304	+42%	+$934K	0.05%	431
2014 Q3	$2.34M	Buy	24,399 +3,419	+16%	+$323K	0.04%	503
2014 Q2	$1.99M	Buy	20,980 +3,888	+23%	+$354K	0.04%	576
2014 Q1	$1.51M	Buy	17,092 +416	+2%	+$36.5K	0.03%	635
2013 Q4	$1.49M	Buy	16,676 +2,229	+15%	+$196K	0.02%	680
2013 Q3	$1.27M	Sell	14,447 -4,533	-24%	-$400K	0.02%	687
2013 Q2	$1.7M	Buy	+18,980	New	+$1.67M	0.04%	552

Other funds holding AMLP

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Placemark Investments's AMLP Position: Q4 2014 in Review

Placemark Investments increased its Alerian MLP ETF (AMLP) stake by 42% in Q4 2014, buying an estimated $934K and bringing the position to 34,703 shares worth $3.04M. The position accounts for 0.05% of the portfolio, ranked #431.

Placemark Investments first reported a position in AMLP in Q2 2013 and has held it in 7 quarters since. 414 funds tracked by Wall St. Rank hold AMLP as of Q4 2014.

Placemark Investments held 34,703 shares of Alerian MLP ETF worth $3.04M as of Q4 2014.
Placemark Investments bought 10,304 Alerian MLP ETF shares in Q4 2014, an estimated $934K.
Alerian MLP ETF made up 0.05% of Placemark Investments's portfolio in Q4 2014, its #431 holding.
Placemark Investments first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 7 quarters since.
414 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.