Ropes Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Ropes Wealth Advisors’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
2017 Q4	–	Sell	-591	Closed	-$33K	–	778
2017 Q3	$33K	Hold	591	–	–	0.01%	365
2017 Q2	$35K	Hold	591	–	–	0.01%	361
2017 Q1	$38K	Hold	591	–	–	0.01%	356
2016 Q4	$37K	Sell	591 -14,023	-96%	-$866K	0.01%	350
2016 Q3	$927K	Hold	14,614	–	–	0.31%	72
2016 Q2	$929K	Hold	14,614	–	–	0.32%	68
2016 Q1	$798K	Hold	14,614	–	–	0.35%	58
2015 Q4	$880K	Buy	14,614 +14,023	+2,373%	+$877K	0.39%	55
2015 Q3	$37K	Hold	591	–	–	0.02%	278
2015 Q2	$46K	Hold	591	–	–	0.03%	196
2015 Q1	$49K	Buy	+591	New	+$49.9K	0.03%	192

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Ropes Wealth Advisors's AMLP Position: Q4 2017 in Review

Ropes Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2017, closing a stake of 591 shares — an estimated $33K sold.

Ropes Wealth Advisors first reported a position in AMLP in Q1 2015 and held it in 11 quarters. The position peaked at $929K in Q2 2016. 618 funds tracked by Wall St. Rank hold AMLP as of Q4 2017.

Ropes Wealth Advisors reported no remaining Alerian MLP ETF position as of Q4 2017 after selling out during the quarter.
Ropes Wealth Advisors sold 591 Alerian MLP ETF shares in Q4 2017, an estimated $33K.
Ropes Wealth Advisors first reported a position in Alerian MLP ETF in Q1 2015 and held it in 11 quarters.
Ropes Wealth Advisors's Alerian MLP ETF position peaked at $929K in Q2 2016.
618 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2017.

Based on Ropes Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.