CFD
MLPI

Creative Financial Designs’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Creative Financial Designs’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
2017
Q3 		– Sell
-34
Closed -$1K – 836
2017
Q2 		$1K Buy
+34
New +$931 ﹤0.01% 737

Other funds holding MLPI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Creative Financial Designs's MLPI Position: Q3 2017 in Review

Creative Financial Designs sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q3 2017, closing a stake of 34 shares — an estimated $1K sold.

Creative Financial Designs first reported a position in MLPI in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 131 funds tracked by Wall St. Rank hold MLPI as of Q3 2017.

  • Creative Financial Designs reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q3 2017 after selling out during the quarter.
  • Creative Financial Designs sold 34 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q3 2017, an estimated $1K.
  • Creative Financial Designs first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q2 2017 and held it in 1 quarter.
  • Creative Financial Designs's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $1K in Q2 2017.
  • 131 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q3 2017.

Based on Creative Financial Designs's 13F filing for Q3 2017, filed 2 May 2018.