WESPAC Advisors SoCal’s Alerian MLP ETF AMLP Stock Holding History

WESPAC Advisors SoCal’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	-900	Closed	-$54K	–	288
2015 Q4	$54K	Buy	+900	New	+$56.3K	0.04%	118

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

WESPAC Advisors SoCal's AMLP Position: Q1 2016 in Review

WESPAC Advisors SoCal sold out of Alerian MLP ETF (AMLP) in Q1 2016, closing a stake of 900 shares — an estimated $54K sold.

WESPAC Advisors SoCal first reported a position in AMLP in Q4 2015 and held it in 1 quarter. The position peaked at $54K in Q4 2015. 433 funds tracked by Wall St. Rank hold AMLP as of Q1 2016.

WESPAC Advisors SoCal reported no remaining Alerian MLP ETF position as of Q1 2016 after selling out during the quarter.
WESPAC Advisors SoCal sold 900 Alerian MLP ETF shares in Q1 2016, an estimated $54K.
WESPAC Advisors SoCal first reported a position in Alerian MLP ETF in Q4 2015 and held it in 1 quarter.
WESPAC Advisors SoCal's Alerian MLP ETF position peaked at $54K in Q4 2015.
433 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2016, filed 12 Aug 2016.