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Spruce Investment Advisors’s iPath Select MLP ETN ATMP Stock Holding History

Spruce Investment Advisors’s Portfolio ATMP Stock Details ATMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-28,060
Closed -$819K – 39
2015
Q1 		$819K Buy
+28,060
New +$828K 0.21% 30

Other funds holding ATMP

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NAM
North American Management Boston, Massachusetts $738M AUM 49.23% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.65B AUM 26.32% 1-Year Est. Return

Spruce Investment Advisors's ATMP Position: Q2 2015 in Review

Spruce Investment Advisors sold out of iPath Select MLP ETN (ATMP) in Q2 2015, closing a stake of 28,060 shares — an estimated $819K sold.

Spruce Investment Advisors first reported a position in ATMP in Q1 2015 and held it in 1 quarter. The position peaked at $819K in Q1 2015. 28 funds tracked by Wall St. Rank hold ATMP as of Q2 2015.

  • Spruce Investment Advisors reported no remaining iPath Select MLP ETN position as of Q2 2015 after selling out during the quarter.
  • Spruce Investment Advisors sold 28,060 iPath Select MLP ETN shares in Q2 2015, an estimated $819K.
  • Spruce Investment Advisors first reported a position in iPath Select MLP ETN in Q1 2015 and held it in 1 quarter.
  • Spruce Investment Advisors's iPath Select MLP ETN position peaked at $819K in Q1 2015.
  • 28 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q2 2015.

Based on Spruce Investment Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.