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Rockefeller Financial Services’s Alerian MLP ETF AMLP Stock Holding History

Rockefeller Financial Services’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
2013
Q4 		– Sell
-3,639
Closed -$320K – 507
2013
Q3 		$320K Hold
3,639
– – 0.01% 298
2013
Q2 		$325K Buy
+3,639
New +$321K 0.01% 287

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
MDE Group Morristown, New Jersey $389M AUM 6.91% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Rockefeller Financial Services's AMLP Position: Q4 2013 in Review

Rockefeller Financial Services sold out of Alerian MLP ETF (AMLP) in Q4 2013, closing a stake of 3,639 shares — an estimated $320K sold.

Rockefeller Financial Services first reported a position in AMLP in Q2 2013 and held it in 2 quarters. The position peaked at $325K in Q2 2013. 343 funds tracked by Wall St. Rank hold AMLP as of Q4 2013.

  • Rockefeller Financial Services reported no remaining Alerian MLP ETF position as of Q4 2013 after selling out during the quarter.
  • Rockefeller Financial Services sold 3,639 Alerian MLP ETF shares in Q4 2013, an estimated $320K.
  • Rockefeller Financial Services first reported a position in Alerian MLP ETF in Q2 2013 and held it in 2 quarters.
  • Rockefeller Financial Services's Alerian MLP ETF position peaked at $325K in Q2 2013.
  • 343 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2013.

Based on Rockefeller Financial Services's 13F filing for Q4 2013, filed 3 Feb 2014.