Catamount Wealth Management’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Catamount Wealth 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 Q2	–	Sell	-1,288	Closed	-$38K	–	201
2017 Q1	$38K	Hold	1,288	–	–	0.03%	91
2016 Q4	$37K	Hold	1,288	–	–	0.03%	78
2016 Q3	$36K	Buy	+1,288	New	+$35.9K	0.03%	77

Other funds holding MLPI

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Catamount Wealth Management's MLPI Position: Q2 2017 in Review

Catamount Wealth Management sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q2 2017, closing a stake of 1,288 shares — an estimated $38K sold.

Catamount Wealth Management first reported a position in MLPI in Q3 2016 and held it in 3 quarters. The position peaked at $38K in Q1 2017. 130 funds tracked by Wall St. Rank hold MLPI as of Q2 2017.

Catamount Wealth Management reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q2 2017 after selling out during the quarter.
Catamount Wealth Management sold 1,288 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q2 2017, an estimated $38K.
Catamount Wealth Management first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q3 2016 and held it in 3 quarters.
Catamount Wealth Management's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $38K in Q1 2017.
130 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2017.

Based on Catamount Wealth Management's 13F filing for Q2 2017, filed 4 Aug 2017.