CAL
MLPI

Capital Analysts LLC’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Capital Analysts LLC’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
2016
Q4 		– Sell
-34
Closed -$965 – 406
2016
Q3 		$965 Hold
34
– – ﹤0.01% 365
2016
Q2 		$961 Buy
+34
New +$895 ﹤0.01% 325

Other funds holding MLPI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capital Analysts LLC's MLPI Position: Q4 2016 in Review

Capital Analysts LLC sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q4 2016, closing a stake of 34 shares — an estimated $965 sold.

Capital Analysts LLC first reported a position in MLPI in Q2 2016 and held it in 2 quarters. The position peaked at $965 in Q3 2016. 132 funds tracked by Wall St. Rank hold MLPI as of Q4 2016.

  • Capital Analysts LLC reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q4 2016 after selling out during the quarter.
  • Capital Analysts LLC sold 34 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q4 2016, an estimated $965.
  • Capital Analysts LLC first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q2 2016 and held it in 2 quarters.
  • Capital Analysts LLC's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $965 in Q3 2016.
  • 132 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q4 2016.

Based on Capital Analysts LLC's 13F filing for Q4 2016, filed 10 Feb 2017.