AP
MLPI

Atwood & Palmer’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Atwood & Palmer’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
2018
Q2 		– Sell
-1,300
Closed -$27K – 325
2018
Q1 		$27K Buy
+1,300
New +$31.1K ﹤0.01% 209
2017
Q3 		– Sell
-1,200
Closed -$32K – 324
2017
Q2 		$32K Buy
+1,200
New +$32.9K 0.01% 209

Other funds holding MLPI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Atwood & Palmer's MLPI Position: Q2 2018 in Review

Atwood & Palmer sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q2 2018, closing a stake of 1,300 shares — an estimated $27K sold.

Atwood & Palmer first reported a position in MLPI in Q2 2017 and held it in 2 quarters. The position peaked at $32K in Q2 2017. 105 funds tracked by Wall St. Rank hold MLPI as of Q2 2018.

  • Atwood & Palmer reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q2 2018 after selling out during the quarter.
  • Atwood & Palmer sold 1,300 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q2 2018, an estimated $27K.
  • Atwood & Palmer first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q2 2017 and held it in 2 quarters.
  • Atwood & Palmer's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $32K in Q2 2017.
  • 105 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2018.

Based on Atwood & Palmer's 13F filing for Q2 2018, filed 19 Jul 2018.