AIM
MLPI

Anchor Investment Management’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Anchor Investment Management’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
-998
Closed -$25.1K – 825
2017
Q3 		$25.1K Buy
998
+15
+2% +$381 0.01% 537
2017
Q2 		$26.2K Buy
983
+15
+2% +$411 0.01% 472
2017
Q1 		$28.3K Buy
+968
New +$28.3K 0.01% 447

Other funds holding MLPI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
DT
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Anchor Investment Management's MLPI Position: Q4 2017 in Review

Anchor Investment Management sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q4 2017, closing a stake of 998 shares — an estimated $25.1K sold.

Anchor Investment Management first reported a position in MLPI in Q1 2017 and held it in 3 quarters. The position peaked at $28.3K in Q1 2017. 130 funds tracked by Wall St. Rank hold MLPI as of Q4 2017.

  • Anchor Investment Management reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q4 2017 after selling out during the quarter.
  • Anchor Investment Management sold 998 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q4 2017, an estimated $25.1K.
  • Anchor Investment Management first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q1 2017 and held it in 3 quarters.
  • Anchor Investment Management's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $28.3K in Q1 2017.
  • 130 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q4 2017.

Based on Anchor Investment Management's 13F filing for Q4 2017, filed 3 Jan 2024.