Waverly Advisors’s iPath Select MLP ETN ATMP Stock Holding History

Waverly Advisors’s Portfolio ATMP Stock Details ATMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-445	Closed	-$14K	–	345
2014 Q4	$14K	Hold	445	–	–	0.01%	252
2014 Q3	$14K	Buy	445 +193	+77%	+$6.14K	0.01%	402
2014 Q2	$8K	Buy	+252	New	+$7.45K	﹤0.01%	488

Other funds holding ATMP

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NAM

North American Management Boston, Massachusetts $738M AUM 49.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

SIA

Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return

Waverly Advisors's ATMP Position: Q1 2015 in Review

Waverly Advisors sold out of iPath Select MLP ETN (ATMP) in Q1 2015, closing a stake of 445 shares — an estimated $14K sold.

Waverly Advisors first reported a position in ATMP in Q2 2014 and held it in 3 quarters. The position peaked at $14K in Q4 2014. 28 funds tracked by Wall St. Rank hold ATMP as of Q1 2015.

Waverly Advisors reported no remaining iPath Select MLP ETN position as of Q1 2015 after selling out during the quarter.
Waverly Advisors sold 445 iPath Select MLP ETN shares in Q1 2015, an estimated $14K.
Waverly Advisors first reported a position in iPath Select MLP ETN in Q2 2014 and held it in 3 quarters.
Waverly Advisors's iPath Select MLP ETN position peaked at $14K in Q4 2014.
28 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.