Wealthcare Advisory Partners’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Wealthcare Advisory Partners’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
2019 Q4	–	Sell	-433	Closed	-$6K	–	1482
2019 Q3	$6K	Hold	433	–	–	﹤0.01%	1057
2019 Q2	$7K	Hold	433	–	–	﹤0.01%	1006
2019 Q1	$7K	Buy	+433	New	+$6.81K	﹤0.01%	908

Other funds holding AMU

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

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Wealthcare Advisory Partners's AMU Position: Q4 2019 in Review

Wealthcare Advisory Partners sold out of ETRACS Alerian MLP Index ETN (AMU) in Q4 2019, closing a stake of 433 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in AMU in Q1 2019 and held it in 3 quarters. The position peaked at $7K in Q2 2019. 40 funds tracked by Wall St. Rank hold AMU as of Q4 2019.

Wealthcare Advisory Partners reported no remaining ETRACS Alerian MLP Index ETN position as of Q4 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 433 ETRACS Alerian MLP Index ETN shares in Q4 2019, an estimated $6K.
Wealthcare Advisory Partners first reported a position in ETRACS Alerian MLP Index ETN in Q1 2019 and held it in 3 quarters.
Wealthcare Advisory Partners's ETRACS Alerian MLP Index ETN position peaked at $7K in Q2 2019.
40 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q4 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2019, filed 29 Jan 2020.