YHB Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History

YHB Investment Advisors’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
2015 Q4	–	Sell	-22,137	Closed	-$1.38M	–	160
2015 Q3	$1.38M	Sell	22,137 -11,973	-35%	-$871K	0.33%	87
2015 Q2	$2.65M	Sell	34,110 -2,960	-8%	-$246K	0.58%	61
2015 Q1	$3.07M	Buy	37,070 +2,183	+6%	+$184K	0.69%	52
2014 Q4	$3.06M	Buy	34,887 +306	+0.9%	+$27.7K	0.7%	50
2014 Q3	$3.31M	Buy	34,581 +444	+1%	+$42K	0.8%	45
2014 Q2	$3.24M	Sell	34,137 -567	-2%	-$51.7K	0.78%	47
2014 Q1	$3.06M	Sell	34,704 -6,732	-16%	-$590K	0.78%	47
2013 Q4	$3.69M	Sell	41,436 -1,434	-3%	-$126K	0.99%	37
2013 Q3	$3.77M	Sell	42,870 -139	-0.3%	-$12.3K	1.12%	33
2013 Q2	$3.84M	Buy	+43,009	New	+$3.8M	1.2%	29

Other funds holding AMLP

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

YHB Investment Advisors's AMLP Position: Q4 2015 in Review

YHB Investment Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2015, closing a stake of 22,137 shares — an estimated $1.38M sold.

YHB Investment Advisors first reported a position in AMLP in Q2 2013 and held it in 10 quarters. The position peaked at $3.84M in Q2 2013. 461 funds tracked by Wall St. Rank hold AMLP as of Q4 2015.

YHB Investment Advisors reported no remaining Alerian MLP ETF position as of Q4 2015 after selling out during the quarter.
YHB Investment Advisors sold 22,137 Alerian MLP ETF shares in Q4 2015, an estimated $1.38M.
YHB Investment Advisors first reported a position in Alerian MLP ETF in Q2 2013 and held it in 10 quarters.
YHB Investment Advisors's Alerian MLP ETF position peaked at $3.84M in Q2 2013.
461 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2015.

Based on YHB Investment Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.