Cobiz Wealth’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $992K | Sell |
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2019
Q1 | $1.8M | Buy |
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|
2018
Q4 | $1.24M | Sell |
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|
2018
Q3 | $1.6M | Sell |
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|
2018
Q2 | $1.53M | Buy |
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|
2018
Q1 | $1.33M | Buy |
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|
2017
Q4 | $1.44M | Buy |
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|
2017
Q3 | $757K | Sell |
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|
2017
Q2 | $2.07M | Buy |
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|
2017
Q1 | $1.33M | Buy |
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|
2016
Q4 | $1.12M | Buy |
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|
2016
Q3 | $957K | Buy |
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|
2016
Q2 | $747K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2.76M | Sell |
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|
2015
Q2 | $6.89M | Sell |
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|
2015
Q1 | $7.63M | Buy |
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|
2014
Q4 | $7.78M | Sell |
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|
2014
Q3 | $9.57M | Buy |
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|
2014
Q2 | $7.87M | Buy |
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|
2014
Q1 | $5.72M | Buy |
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|
2013
Q4 | $3.87M | Buy |
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|
2013
Q3 | $2.31M | Buy |
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|
2013
Q2 | $977K | Buy |
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