WA
AMU

Waverly Advisors’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Waverly Advisors’s Portfolio AMU Stock Details AMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-36
Closed -$1K – 400
2017
Q4 		$1K Buy
+36
New +$615 ﹤0.01% 400

Other funds holding AMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Waverly Advisors's AMU Position: Q1 2018 in Review

Waverly Advisors sold out of ETRACS Alerian MLP Index ETN (AMU) in Q1 2018, closing a stake of 36 shares — an estimated $1K sold.

Waverly Advisors first reported a position in AMU in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 42 funds tracked by Wall St. Rank hold AMU as of Q1 2018.

  • Waverly Advisors reported no remaining ETRACS Alerian MLP Index ETN position as of Q1 2018 after selling out during the quarter.
  • Waverly Advisors sold 36 ETRACS Alerian MLP Index ETN shares in Q1 2018, an estimated $1K.
  • Waverly Advisors first reported a position in ETRACS Alerian MLP Index ETN in Q4 2017 and held it in 1 quarter.
  • Waverly Advisors's ETRACS Alerian MLP Index ETN position peaked at $1K in Q4 2017.
  • 42 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.