Wisconsin Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Wisconsin Capital Management’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
2014 Q4	$5.11M	Sell	58,291 -330	-0.6%	-$29.9K	1.82%	19
2014 Q3	$5.62M	Sell	58,621 -1,889	-3%	-$179K	2.08%	14
2014 Q2	$5.75M	Buy	60,510 +3,140	+5%	+$286K	2.11%	13
2014 Q1	$5.07M	Buy	57,370 +2,060	+4%	+$181K	1.95%	18
2013 Q4	$4.92M	Buy	55,310 +20,080	+57%	+$1.76M	1.94%	20
2013 Q3	$3.1M	Buy	35,230 +3,370	+11%	+$297K	1.32%	34
2013 Q2	$2.84M	Buy	+31,860	New	+$2.81M	1.21%	41

Other funds holding AMLP

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wisconsin Capital Management's AMLP Position: Q4 2014 in Review

Wisconsin Capital Management reduced its Alerian MLP ETF (AMLP) stake by 0.56% in Q4 2014, selling an estimated $29.9K and leaving 58,291 shares worth $5.11M. The position accounts for 1.82% of the portfolio, ranked #19.

Wisconsin Capital Management first reported a position in AMLP in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.75M in Q2 2014. 414 funds tracked by Wall St. Rank hold AMLP as of Q4 2014.

Wisconsin Capital Management held 58,291 shares of Alerian MLP ETF worth $5.11M as of Q4 2014.
Wisconsin Capital Management sold 330 Alerian MLP ETF shares in Q4 2014, an estimated $29.9K.
Alerian MLP ETF made up 1.82% of Wisconsin Capital Management's portfolio in Q4 2014, its #19 holding.
Wisconsin Capital Management first reported a position in Alerian MLP ETF in Q2 2013 and has held it in 7 quarters since.
Wisconsin Capital Management's Alerian MLP ETF position peaked at $5.75M in Q2 2014.
414 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.