CIBC Private Wealth Group
MLPI

CIBC Private Wealth Group’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

CIBC Private Wealth Group’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
-16,560
Closed -$135K – 858
2020
Q1 		$135K Sell
16,560
-2,199,883
-99% -$33.9M ﹤0.01% 812
2019
Q4 		$43M Buy
2,216,443
+462,702
+26% +$8.79M 0.14% 136
2019
Q3 		$36.6M Buy
1,753,741
+202,841
+13% +$4.34M 0.13% 145
2019
Q2 		$34.6M Buy
1,550,900
+59,312
+4% +$1.32M 0.12% 158
2019
Q1 		$33.9M Buy
1,491,588
+73,621
+5% +$1.62M 0.13% 153
2018
Q4 		$28M Buy
1,417,967
+412,835
+41% +$9.09M 0.13% 159
2018
Q3 		$24.2M Buy
1,005,132
+3,401
+0.3% +$82.5K 0.09% 192
2018
Q2 		$23M Sell
1,001,731
-73,410
-7% -$1.66M 0.09% 194
2018
Q1 		$22.7M Buy
1,075,141
+62,223
+6% +$1.49M 0.1% 191
2017
Q4 		$24.5M Buy
1,012,918
+996,690
+6,142% +$23.7M 0.1% 184
2017
Q3 		$408K Buy
+16,228
New +$413K ﹤0.01% 801
2016
Q1 		– Sell
-11,706
Closed -$306K – 608
2015
Q4 		$306K Buy
+11,706
New +$316K ﹤0.01% 562

Other funds holding MLPI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
HW
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
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CIBC Private Wealth Group's MLPI Position: Q2 2020 in Review

CIBC Private Wealth Group sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q2 2020, closing a stake of 16,560 shares — an estimated $135K sold.

CIBC Private Wealth Group first reported a position in MLPI in Q4 2015 and held it in 12 quarters. The position peaked at $43M in Q4 2019. 50 funds tracked by Wall St. Rank hold MLPI as of Q2 2020.

  • CIBC Private Wealth Group reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q2 2020 after selling out during the quarter.
  • CIBC Private Wealth Group sold 16,560 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q2 2020, an estimated $135K.
  • CIBC Private Wealth Group first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2015 and held it in 12 quarters.
  • CIBC Private Wealth Group's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $43M in Q4 2019.
  • 50 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2020.

Based on CIBC Private Wealth Group's 13F filing for Q2 2020, filed 13 Aug 2020.