Plante Moran Financial Advisors’s iPath Select MLP ETN ATMP Stock Holding History

Plante Moran Financial Advisors’s Portfolio ATMP Stock Details ATMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-28,585	Closed	-$235K	–	745
2020 Q1	$235K	Buy	28,585 +18,732	+190%	+$270K	0.11%	100
2019 Q4	$175K	Buy	+9,853	New	+$170K	0.06%	170
2017 Q1	–	Sell	-200	Closed	-$5K	–	875
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	702
2016 Q3	$5K	Buy	+200	New	+$4.54K	﹤0.01%	679

Other funds holding ATMP

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

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

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Plante Moran Financial Advisors's ATMP Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of iPath Select MLP ETN (ATMP) in Q2 2020, closing a stake of 28,585 shares — an estimated $235K sold.

Plante Moran Financial Advisors first reported a position in ATMP in Q3 2016 and held it in 4 quarters. The position peaked at $235K in Q1 2020. 22 funds tracked by Wall St. Rank hold ATMP as of Q2 2020.

Plante Moran Financial Advisors reported no remaining iPath Select MLP ETN position as of Q2 2020 after selling out during the quarter.
Plante Moran Financial Advisors sold 28,585 iPath Select MLP ETN shares in Q2 2020, an estimated $235K.
Plante Moran Financial Advisors first reported a position in iPath Select MLP ETN in Q3 2016 and held it in 4 quarters.
Plante Moran Financial Advisors's iPath Select MLP ETN position peaked at $235K in Q1 2020.
22 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.