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

Torch 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
2016 Q1	–	Sell	-32,175	Closed	-$1.94M	–	97
2015 Q4	$1.94M	Sell	32,175 -2,720	-8%	-$170K	1.42%	25
2015 Q3	$2.18M	Buy	34,895 +585	+2%	+$42.5K	1.68%	17
2015 Q2	$2.67M	Buy	+34,310	New	+$2.85M	1.85%	12
2014 Q4	–	Sell	-28,295	Closed	-$2.71M	–	89
2014 Q3	$2.71M	Buy	28,295 +120	+0.4%	+$11.3K	1.99%	10
2014 Q2	$2.68M	Buy	28,175 +100	+0.4%	+$9.11K	1.82%	12
2014 Q1	$2.48M	Buy	28,075 +1,110	+4%	+$97.4K	1.8%	13
2013 Q4	$2.4M	Buy	+26,965	New	+$2.37M	1.83%	13

Other funds holding AMLP

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Torch Wealth Management's AMLP Position: Q1 2016 in Review

Torch Wealth Management sold out of Alerian MLP ETF (AMLP) in Q1 2016, closing a stake of 32,175 shares — an estimated $1.94M sold.

Torch Wealth Management first reported a position in AMLP in Q4 2013 and held it in 7 quarters. The position peaked at $2.71M in Q3 2014. 434 funds tracked by Wall St. Rank hold AMLP as of Q1 2016.

Torch Wealth Management reported no remaining Alerian MLP ETF position as of Q1 2016 after selling out during the quarter.
Torch Wealth Management sold 32,175 Alerian MLP ETF shares in Q1 2016, an estimated $1.94M.
Torch Wealth Management first reported a position in Alerian MLP ETF in Q4 2013 and held it in 7 quarters.
Torch Wealth Management's Alerian MLP ETF position peaked at $2.71M in Q3 2014.
434 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2016.

Based on Torch Wealth Management's 13F filing for Q1 2016, filed 26 Apr 2016.