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Tompkins Financial’s Alerian MLP ETF AMLP Stock Holding History

Tompkins Financial’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
Q2 		– Sell
-158
Closed -$7K – 421
2018
Q1 		$7K Hold
158
– – ﹤0.01% 373
2017
Q4 		$9K Hold
158
– – ﹤0.01% 326
2017
Q3 		$9K Hold
158
– – ﹤0.01% 333
2017
Q2 		$9K Sell
158
-70
-31% -$4.27K ﹤0.01% 314
2017
Q1 		$15K Sell
228
-90
-28% -$5.78K ﹤0.01% 294
2016
Q4 		$20K Hold
318
– – 0.01% 282
2016
Q3 		$20K Sell
318
-907
-74% -$57.4K 0.01% 275
2016
Q2 		$78K Sell
1,225
-819
-40% -$49.3K 0.02% 209
2016
Q1 		$112K Sell
2,044
-33,853
-94% -$1.72M 0.04% 181
2015
Q4 		$2.16M Buy
35,897
+1,419
+4% +$88.8K 0.69% 39
2015
Q3 		$2.15M Buy
34,478
+2,204
+7% +$160K 0.7% 35
2015
Q2 		$2.51M Buy
32,274
+5,565
+21% +$463K 0.68% 32
2015
Q1 		$2.21M Buy
+26,709
New +$2.26M 0.55% 43

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return