Robert N. Shapiro’s Alerian MLP ETF AMLP Stock Holding History

Robert N. Shapiro’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	$499K	Hold	5,700	–	–	0.1%	176
2014 Q3	$546K	Hold	5,700	–	–	0.1%	170
2014 Q2	$542K	Hold	5,700	–	–	0.1%	175
2014 Q1	$503K	Hold	5,700	–	–	0.09%	181
2013 Q4	$507K	Hold	5,700	–	–	0.09%	178
2013 Q3	$501K	Hold	5,700	–	–	0.09%	179
2013 Q2	$509K	Buy	+5,700	New	+$503K	0.11%	167

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

Robert N. Shapiro's AMLP Position: Q4 2014 in Review

Robert N. Shapiro held its Alerian MLP ETF (AMLP) position steady in Q4 2014 at 5,700 shares worth $499K. The position accounts for 0.1% of the portfolio, ranked #176.

Robert N. Shapiro first reported a position in AMLP in Q2 2013 and has held it in 7 quarters since. The position peaked at $546K in Q3 2014. 414 funds tracked by Wall St. Rank hold AMLP as of Q4 2014.

Robert N. Shapiro held 5,700 shares of Alerian MLP ETF worth $499K as of Q4 2014.
Robert N. Shapiro left its Alerian MLP ETF share count unchanged in Q4 2014.
Alerian MLP ETF made up 0.1% of Robert N. Shapiro's portfolio in Q4 2014, its #176 holding.
Robert N. Shapiro first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's Alerian MLP ETF position peaked at $546K in Q3 2014.
414 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.