Berman Capital Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Berman Capital 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
2020 Q2	–	Sell	-274	Closed	-$2K	–	1921
2020 Q1	$2K	Hold	274	–	–	﹤0.01%	1223
2019 Q4	$5K	Hold	274	–	–	﹤0.01%	1005
2019 Q3	$5K	Hold	274	–	–	﹤0.01%	980
2019 Q2	$6K	Buy	+274	New	+$6.11K	﹤0.01%	928
2019 Q1	–	Sell	-5,884	Closed	-$116K	–	1535
2018 Q4	$116K	Sell	5,884 -4,104	-41%	-$90.3K	0.05%	159
2018 Q3	$240K	Buy	+9,988	New	+$242K	0.1%	90

Other funds holding MLPI

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Berman Capital Advisors's MLPI Position: Q2 2020 in Review

Berman Capital Advisors sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q2 2020, closing a stake of 274 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in MLPI in Q3 2018 and held it in 6 quarters. The position peaked at $240K in Q3 2018. 50 funds tracked by Wall St. Rank hold MLPI as of Q2 2020.

Berman Capital Advisors reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q2 2020 after selling out during the quarter.
Berman Capital Advisors sold 274 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q2 2020, an estimated $2K.
Berman Capital Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q3 2018 and held it in 6 quarters.
Berman Capital Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $240K in Q3 2018.
50 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.