Summit Trail Advisors’s Alerian MLP ETF AMLP Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-800	Closed	-$47K	–	481
2017 Q4	$47K	Buy	+800	New	+$42.8K	0.01%	831

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 Trail Advisors's AMLP Position: Q1 2018 in Review

Summit Trail Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2018, closing a stake of 800 shares — an estimated $47K sold.

Summit Trail Advisors first reported a position in AMLP in Q4 2017 and held it in 1 quarter. The position peaked at $47K in Q4 2017. 608 funds tracked by Wall St. Rank hold AMLP as of Q1 2018.

Summit Trail Advisors reported no remaining Alerian MLP ETF position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 800 Alerian MLP ETF shares in Q1 2018, an estimated $47K.
Summit Trail Advisors first reported a position in Alerian MLP ETF in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Alerian MLP ETF position peaked at $47K in Q4 2017.
608 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.