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Clearstead Advisors’s ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 MLPB Stock Holding History

Clearstead Advisors’s Portfolio MLPB Stock Details MLPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,347
Closed -$13K – 1003
2020
Q3 		$13K Buy
+1,347
New +$14.4K ﹤0.01% 632

Other funds holding MLPB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
NC
NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Clearstead Advisors's MLPB Position: Q4 2020 in Review

Clearstead Advisors sold out of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) in Q4 2020, closing a stake of 1,347 shares — an estimated $13K sold.

Clearstead Advisors first reported a position in MLPB in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 25 funds tracked by Wall St. Rank hold MLPB as of Q4 2020.

  • Clearstead Advisors reported no remaining ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position as of Q4 2020 after selling out during the quarter.
  • Clearstead Advisors sold 1,347 ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 shares in Q4 2020, an estimated $13K.
  • Clearstead Advisors first reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in Q3 2020 and held it in 1 quarter.
  • Clearstead Advisors's ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position peaked at $13K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 as of Q4 2020.

Based on Clearstead Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.