Advocacy Wealth Management Services’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Advocacy Wealth Management Services’s Portfolio MLPI Stock Details MLPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,307	Closed	-$37K	–	268
2017 Q3	$37K	Buy	1,307 +959	+276%	+$24.4K	0.01%	83
2017 Q2	$9K	Sell	348 -611	-64%	-$16.7K	﹤0.01%	200
2017 Q1	$28K	Sell	959 -70	-7%	-$2.05K	0.01%	121
2016 Q4	$29K	Hold	1,029	–	–	0.01%	112
2016 Q3	$29K	Hold	1,029	–	–	0.01%	157
2016 Q2	$29K	Sell	1,029 -29	-3%	-$763	0.01%	192
2016 Q1	$25K	Buy	+1,058	New	+$23.4K	0.02%	266

Other funds holding MLPI

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Advocacy Wealth Management Services's MLPI Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q4 2017, closing a stake of 1,307 shares — an estimated $37K sold.

Advocacy Wealth Management Services first reported a position in MLPI in Q1 2016 and held it in 7 quarters. The position peaked at $37K in Q3 2017. 130 funds tracked by Wall St. Rank hold MLPI as of Q4 2017.

Advocacy Wealth Management Services reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,307 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q4 2017, an estimated $37K.
Advocacy Wealth Management Services first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q1 2016 and held it in 7 quarters.
Advocacy Wealth Management Services's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $37K in Q3 2017.
130 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.