EWM
MLPI

EPG Wealth Management’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

EPG Wealth Management’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
-1,200
Closed -$18.5K – 896
2019
Q4 		$23K Buy
+1,200
New +$22.8K 0.02% 334

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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EPG Wealth Management's MLPI Position: Q1 2020 in Review

EPG Wealth Management sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q1 2020, closing a stake of 1,200 shares — an estimated $18.5K sold.

EPG Wealth Management first reported a position in MLPI in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 70 funds tracked by Wall St. Rank hold MLPI as of Q1 2020.

  • EPG Wealth Management reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q1 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,200 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q1 2020, an estimated $18.5K.
  • EPG Wealth Management first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2019 and held it in 1 quarter.
  • EPG Wealth Management's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $23K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q1 2020.

Based on EPG Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.