Summit Equities’s Alerian MLP ETF AMLP Stock Holding History

Summit Equities’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
2018 Q1	–	Sell	-6,133	Closed	-$331K	–	39
2017 Q4	$331K	Buy	+6,133	New	+$328K	0.06%	35
2017 Q1	–	Sell	-2,928	Closed	-$184K	–	27
2016 Q4	$184K	Buy	+2,928	New	+$181K	0.05%	25
2016 Q1	–	Sell	-35,277	Closed	-$2.13M	–	23
2015 Q4	$2.13M	Buy	+35,277	New	+$2.21M	0.65%	10
2015 Q2	–	Sell	-2,364	Closed	-$196K	–	23
2015 Q1	$196K	Buy	2,364 +40	+2%	+$3.38K	0.06%	21
2014 Q4	$200K	Buy	+2,324	New	+$211K	0.07%	22

Other funds holding AMLP

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Summit Equities's AMLP Position: Q1 2018 in Review

Summit Equities sold out of Alerian MLP ETF (AMLP) in Q1 2018, closing a stake of 6,133 shares — an estimated $331K sold.

Summit Equities first reported a position in AMLP in Q4 2014 and held it in 5 quarters. The position peaked at $2.13M in Q4 2015. 608 funds tracked by Wall St. Rank hold AMLP as of Q1 2018.

Summit Equities reported no remaining Alerian MLP ETF position as of Q1 2018 after selling out during the quarter.
Summit Equities sold 6,133 Alerian MLP ETF shares in Q1 2018, an estimated $331K.
Summit Equities first reported a position in Alerian MLP ETF in Q4 2014 and held it in 5 quarters.
Summit Equities's Alerian MLP ETF position peaked at $2.13M in Q4 2015.
608 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2018.

Based on Summit Equities's 13F filing for Q1 2018, filed 11 May 2018.