Prio Wealth Limited Partnership’s Alerian MLP ETF AMLP Stock Holding History

Prio Wealth Limited Partnership’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
2015 Q1	–	Sell	-2,025	Closed	-$177K	–	256
2014 Q4	$177K	Buy	+2,025	New	+$184K	0.01%	254
2013 Q3	–	Sell	-3,690	Closed	-$329K	–	256
2013 Q2	$329K	Buy	+3,690	New	+$326K	0.02%	195

Other funds holding AMLP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

MAA

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ACM

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

Prio Wealth Limited Partnership's AMLP Position: Q1 2015 in Review

Prio Wealth Limited Partnership sold out of Alerian MLP ETF (AMLP) in Q1 2015, closing a stake of 2,025 shares — an estimated $177K sold.

Prio Wealth Limited Partnership first reported a position in AMLP in Q2 2013 and held it in 2 quarters. The position peaked at $329K in Q2 2013. 417 funds tracked by Wall St. Rank hold AMLP as of Q1 2015.

Prio Wealth Limited Partnership reported no remaining Alerian MLP ETF position as of Q1 2015 after selling out during the quarter.
Prio Wealth Limited Partnership sold 2,025 Alerian MLP ETF shares in Q1 2015, an estimated $177K.
Prio Wealth Limited Partnership first reported a position in Alerian MLP ETF in Q2 2013 and held it in 2 quarters.
Prio Wealth Limited Partnership's Alerian MLP ETF position peaked at $329K in Q2 2013.
417 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2015.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2015, filed 5 May 2015.