Vontobel Swiss Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Vontobel Swiss Wealth 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 Q1	–	Sell	-69,112	Closed	-$4.16M	–	69
2015 Q4	$4.16M	Sell	69,112 -2,688	-4%	-$168K	2.45%	14
2015 Q3	$4.38M	Sell	71,800 -18,931	-21%	-$1.38M	3.01%	13
2015 Q2	$6.33M	Buy	90,731 +25,742	+40%	+$2.14M	4.24%	9
2015 Q1	$5.38M	Buy	+64,989	New	+$5.49M	3.66%	11

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 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

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

Vontobel Swiss Wealth Advisors's AMLP Position: Q1 2016 in Review

Vontobel Swiss Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2016, closing a stake of 69,112 shares — an estimated $4.16M sold.

Vontobel Swiss Wealth Advisors first reported a position in AMLP in Q1 2015 and held it in 4 quarters. The position peaked at $6.33M in Q2 2015. 433 funds tracked by Wall St. Rank hold AMLP as of Q1 2016.

Vontobel Swiss Wealth Advisors reported no remaining Alerian MLP ETF position as of Q1 2016 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 69,112 Alerian MLP ETF shares in Q1 2016, an estimated $4.16M.
Vontobel Swiss Wealth Advisors first reported a position in Alerian MLP ETF in Q1 2015 and held it in 4 quarters.
Vontobel Swiss Wealth Advisors's Alerian MLP ETF position peaked at $6.33M in Q2 2015.
433 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2016.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2016, filed 13 May 2016.