SVA Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

SVA Wealth Management’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 Q2	–	Sell	-2,529	Closed	-$161K	–	200
2017 Q1	$161K	Sell	2,529 -600	-19%	-$38.5K	0.02%	192
2016 Q4	$197K	Buy	3,129 +600	+24%	+$37.1K	0.03%	194
2016 Q3	$160K	Hold	2,529	–	–	0.02%	192
2016 Q2	$161K	Sell	2,529 -917	-27%	-$55.2K	0.03%	198
2016 Q1	$188K	Sell	3,446 -1,975	-36%	-$100K	0.03%	194
2015 Q4	$327K	Sell	5,421 -165	-3%	-$10.3K	0.06%	178
2015 Q3	$349K	Sell	5,586 -74,302	-93%	-$5.4M	0.07%	166
2015 Q2	$6.21M	Sell	79,888 -10,854	-12%	-$903K	1.14%	23
2015 Q1	$7.52M	Buy	90,742 +46,435	+105%	+$3.92M	1.37%	15
2014 Q4	$3.88M	Buy	44,307 +1,008	+2%	+$91.4K	1.41%	19
2014 Q3	$4.15M	Buy	43,299 +3,129	+8%	+$296K	1.77%	16
2014 Q2	$3.82M	Buy	40,170 +3,996	+11%	+$364K	1.63%	17
2014 Q1	$3.19M	Buy	36,174 +11,327	+46%	+$993K	1.51%	18
2013 Q4	$2.21M	Buy	+24,847	New	+$2.18M	1.32%	19

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

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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JMPWA

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

SVA Wealth Management's AMLP Position: Q2 2017 in Review

SVA Wealth Management sold out of Alerian MLP ETF (AMLP) in Q2 2017, closing a stake of 2,529 shares — an estimated $161K sold.

SVA Wealth Management first reported a position in AMLP in Q4 2013 and held it in 14 quarters. The position peaked at $7.52M in Q1 2015. 526 funds tracked by Wall St. Rank hold AMLP as of Q2 2017.

SVA Wealth Management reported no remaining Alerian MLP ETF position as of Q2 2017 after selling out during the quarter.
SVA Wealth Management sold 2,529 Alerian MLP ETF shares in Q2 2017, an estimated $161K.
SVA Wealth Management first reported a position in Alerian MLP ETF in Q4 2013 and held it in 14 quarters.
SVA Wealth Management's Alerian MLP ETF position peaked at $7.52M in Q1 2015.
526 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2017.

Based on SVA Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.