Clearwater Capital Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Clearwater Capital 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
2020 Q1	–	Sell	-85,551	Closed	-$1.66M	–	175
2019 Q4	$1.66M	Sell	85,551 -45,664	-35%	-$868K	0.28%	67
2019 Q3	$2.74M	Buy	131,215 +8,819	+7%	+$189K	0.48%	56
2019 Q2	$2.73M	Sell	122,396 -5,509	-4%	-$123K	0.5%	60
2019 Q1	$2.91M	Sell	127,905 -1,699	-1%	-$37.4K	0.54%	61
2018 Q4	$2.56M	Sell	129,604 -44,691	-26%	-$984K	0.56%	57
2018 Q3	$4.19M	Sell	174,295 -7,842	-4%	-$190K	0.82%	35
2018 Q2	$4.17M	Buy	182,137 +11,754	+7%	+$266K	0.86%	33
2018 Q1	$3.6M	Buy	170,383 +31,992	+23%	+$765K	0.74%	42
2017 Q4	$3.35M	Buy	138,391 +22,767	+20%	+$541K	0.73%	45
2017 Q3	$2.93M	Buy	115,624 +17,530	+18%	+$446K	0.68%	47
2017 Q2	$2.59M	Buy	98,094 +19,872	+25%	+$544K	0.66%	47
2017 Q1	$2.28M	Buy	+78,222	New	+$2.29M	0.62%	46

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearwater Capital Advisors's MLPI Position: Q1 2020 in Review

Clearwater Capital Advisors sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q1 2020, closing a stake of 85,551 shares — an estimated $1.66M sold.

Clearwater Capital Advisors first reported a position in MLPI in Q1 2017 and held it in 12 quarters. The position peaked at $4.19M in Q3 2018. 70 funds tracked by Wall St. Rank hold MLPI as of Q1 2020.

Clearwater Capital Advisors reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q1 2020 after selling out during the quarter.
Clearwater Capital Advisors sold 85,551 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q1 2020, an estimated $1.66M.
Clearwater Capital Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q1 2017 and held it in 12 quarters.
Clearwater Capital Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $4.19M in Q3 2018.
70 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q1 2020.

Based on Clearwater Capital Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.