Stanford Investment Group’s Alerian MLP ETF AMLP Stock Holding History

Stanford Investment Group’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 Q1	–	Sell	-1,651	Closed	-$104K	–	11
2016 Q4	$104K	Buy	1,651 +903	+121%	+$55.8K	0.05%	85
2016 Q3	$47K	Hold	748	–	–	0.02%	155
2016 Q2	$48K	Hold	748	–	–	0.02%	147
2016 Q1	$41K	Buy	+748	New	+$38K	0.02%	161
2015 Q4	–	Sell	-300	Closed	-$19K	–	331
2015 Q3	$19K	Hold	300	–	–	0.01%	225
2015 Q2	$23K	Hold	300	–	–	0.02%	212
2015 Q1	$25K	Hold	300	–	–	0.02%	207
2014 Q4	$26K	Buy	+300	New	+$27.2K	0.02%	202

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Stanford Investment Group's AMLP Position: Q1 2017 in Review

Stanford Investment Group sold out of Alerian MLP ETF (AMLP) in Q1 2017, closing a stake of 1,651 shares — an estimated $104K sold.

Stanford Investment Group first reported a position in AMLP in Q4 2014 and held it in 8 quarters. The position peaked at $104K in Q4 2016. 525 funds tracked by Wall St. Rank hold AMLP as of Q1 2017.

Stanford Investment Group reported no remaining Alerian MLP ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,651 Alerian MLP ETF shares in Q1 2017, an estimated $104K.
Stanford Investment Group first reported a position in Alerian MLP ETF in Q4 2014 and held it in 8 quarters.
Stanford Investment Group's Alerian MLP ETF position peaked at $104K in Q4 2016.
525 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.