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UBS’s Alerian MLP ETF AMLP Stock Holding History

UBS’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
2014
Q3 		$184M Buy
1,915,836
+53,169
+3% +$5.03M 0.14% 167
2014
Q2 		$177M Sell
1,862,667
-17,724
-0.9% -$1.61M 0.14% 169
2014
Q1 		$166M Buy
1,880,391
+280,481
+18% +$24.6M 0.15% 151
2013
Q4 		$142M Buy
1,599,910
+144,995
+10% +$12.7M 0.13% 167
2013
Q3 		$128M Buy
1,454,915
+47,656
+3% +$4.2M 0.13% 167
2013
Q2 		$126M Buy
+1,407,259
New +$124M 0.15% 148

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
MG
MDE Group Morristown, New Jersey $389M AUM 6.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS's AMLP Position: Q3 2014 in Review

UBS increased its Alerian MLP ETF (AMLP) stake by 2.9% in Q3 2014, buying an estimated $5.03M and bringing the position to 1,915,836 shares worth $184M. The position accounts for 0.14% of the portfolio, ranked #167.

UBS first reported a position in AMLP in Q2 2013 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold AMLP as of Q3 2014.

  • UBS held 1,915,836 shares of Alerian MLP ETF worth $184M as of Q3 2014.
  • UBS bought 53,169 Alerian MLP ETF shares in Q3 2014, an estimated $5.03M.
  • Alerian MLP ETF made up 0.14% of UBS's portfolio in Q3 2014, its #167 holding.
  • UBS first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 6 quarters since.
  • 360 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.