AIA
MLPN

Allegis Investment Advisors’s Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 MLPN Stock Holding History

Allegis Investment Advisors’s Portfolio MLPN Stock Details MLPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-171
Closed -$3K – 1152
2015
Q4 		$3K Buy
+171
New +$3.47K ﹤0.01% 968

Other funds holding MLPN

BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Allegis Investment Advisors's MLPN Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 (MLPN) in Q1 2016, closing a stake of 171 shares — an estimated $3K sold.

Allegis Investment Advisors first reported a position in MLPN in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 58 funds tracked by Wall St. Rank hold MLPN as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 171 Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 shares in Q1 2016, an estimated $3K.
  • Allegis Investment Advisors first reported a position in Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 position peaked at $3K in Q4 2015.
  • 58 funds tracked by Wall St. Rank held Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.