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Winchester Group’s Alerian MLP ETF AMLP Stock Holding History

Winchester Group’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
2013
Q3 		$864K Hold
9,830
– – 0.19% 115
2013
Q2 		$877K Buy
+9,830
New +$867K 0.19% 117

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
MDE Group Morristown, New Jersey $389M AUM 6.91% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Winchester Group's AMLP Position: Q3 2013 in Review

Winchester Group held its Alerian MLP ETF (AMLP) position steady in Q3 2013 at 9,830 shares worth $864K. The position accounts for 0.19% of the portfolio, ranked #115.

Winchester Group first reported a position in AMLP in Q2 2013 and has held it in 2 quarters since. The position peaked at $877K in Q2 2013. 320 funds tracked by Wall St. Rank hold AMLP as of Q3 2013.

  • Winchester Group held 9,830 shares of Alerian MLP ETF worth $864K as of Q3 2013.
  • Winchester Group left its Alerian MLP ETF share count unchanged in Q3 2013.
  • Alerian MLP ETF made up 0.19% of Winchester Group's portfolio in Q3 2013, its #115 holding.
  • Winchester Group first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's Alerian MLP ETF position peaked at $877K in Q2 2013.
  • 320 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.