Clarus Wealth Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Clarus Wealth 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
2019 Q2	–	Sell	-400	Closed	-$9K	–	725
2019 Q1	$9K	Hold	400	–	–	0.01%	538
2018 Q4	$8K	Hold	400	–	–	0.01%	545
2018 Q3	$10K	Hold	400	–	–	0.01%	546
2018 Q2	$8K	Buy	+400	New	+$9.06K	0.01%	570

Other funds holding MLPI

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

Clarus Wealth Advisors's MLPI Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q2 2019, closing a stake of 400 shares — an estimated $9K sold.

Clarus Wealth Advisors first reported a position in MLPI in Q2 2018 and held it in 4 quarters. The position peaked at $10K in Q3 2018. 87 funds tracked by Wall St. Rank hold MLPI as of Q2 2019.

Clarus Wealth Advisors reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 400 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q2 2019, an estimated $9K.
Clarus Wealth Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $10K in Q3 2018.
87 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.