RJFSA
AMU

Raymond James Financial Services Advisors’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Raymond James Financial Services Advisors’s Portfolio AMU Stock Details AMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-347,936
Closed -$6.91M – 2569
2016
Q4 		$6.91M Buy
347,936
+5,675
+2% +$109K 0.06% 352
2016
Q3 		$6.78M Buy
342,261
+70,871
+26% +$1.4M 0.06% 344
2016
Q2 		$5.42M Buy
+271,390
New +$5.08M 0.05% 390

Other funds holding AMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors's AMU Position: Q1 2017 in Review

Raymond James Financial Services Advisors sold out of ETRACS Alerian MLP Index ETN (AMU) in Q1 2017, closing a stake of 347,936 shares — an estimated $6.91M sold.

Raymond James Financial Services Advisors first reported a position in AMU in Q2 2016 and held it in 3 quarters. The position peaked at $6.91M in Q4 2016. 43 funds tracked by Wall St. Rank hold AMU as of Q1 2017.

  • Raymond James Financial Services Advisors reported no remaining ETRACS Alerian MLP Index ETN position as of Q1 2017 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 347,936 ETRACS Alerian MLP Index ETN shares in Q1 2017, an estimated $6.91M.
  • Raymond James Financial Services Advisors first reported a position in ETRACS Alerian MLP Index ETN in Q2 2016 and held it in 3 quarters.
  • Raymond James Financial Services Advisors's ETRACS Alerian MLP Index ETN position peaked at $6.91M in Q4 2016.
  • 43 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q1 2017.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2017, filed 9 May 2017.