US Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

US Financial 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
2016 Q2	–	Sell	-58	Closed	-$3K	–	63
2016 Q1	$3K	Hold	58	–	–	0.01%	275
2015 Q4	$3K	Hold	58	–	–	﹤0.01%	412
2015 Q3	$4K	Hold	58	–	–	0.01%	314
2015 Q2	$5K	Hold	58	–	–	﹤0.01%	278
2015 Q1	$5K	Hold	58	–	–	﹤0.01%	308
2014 Q4	$5K	Buy	+58	New	+$5.26K	﹤0.01%	284

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

US Financial Advisors's AMLP Position: Q2 2016 in Review

US Financial Advisors sold out of Alerian MLP ETF (AMLP) in Q2 2016, closing a stake of 58 shares — an estimated $3K sold.

US Financial Advisors first reported a position in AMLP in Q4 2014 and held it in 6 quarters. The position peaked at $5K in Q2 2015. 453 funds tracked by Wall St. Rank hold AMLP as of Q2 2016.

US Financial Advisors reported no remaining Alerian MLP ETF position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 58 Alerian MLP ETF shares in Q2 2016, an estimated $3K.
US Financial Advisors first reported a position in Alerian MLP ETF in Q4 2014 and held it in 6 quarters.
US Financial Advisors's Alerian MLP ETF position peaked at $5K in Q2 2015.
453 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.