AWA
MLPI

Arete Wealth Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Arete Wealth Advisors’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
2019
Q4 		– Sell
-10,567
Closed -$220K – 438
2019
Q3 		$220K Buy
+10,567
New +$226K 0.04% 351

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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
NC
NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arete Wealth Advisors's MLPI Position: Q4 2019 in Review

Arete Wealth Advisors sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q4 2019, closing a stake of 10,567 shares — an estimated $220K sold.

Arete Wealth Advisors first reported a position in MLPI in Q3 2019 and held it in 1 quarter. The position peaked at $220K in Q3 2019. 88 funds tracked by Wall St. Rank hold MLPI as of Q4 2019.

  • Arete Wealth Advisors reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q4 2019 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,567 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q4 2019, an estimated $220K.
  • Arete Wealth Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q3 2019 and held it in 1 quarter.
  • Arete Wealth Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $220K in Q3 2019.
  • 88 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q4 2019.

Based on Arete Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.