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

FFT 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
2017 Q4	–	Sell	-56,190	Closed	-$1.41M	–	34
2017 Q3	$1.41M	Hold	56,190	–	–	0.6%	22
2017 Q2	$1.5M	Hold	56,190	–	–	0.48%	30
2017 Q1	$1.64M	Buy	56,190 +33,490	+148%	+$979K	0.52%	26
2016 Q4	$645K	Hold	22,700	–	–	0.15%	55
2016 Q3	$637K	Sell	22,700 -95,000	-81%	-$2.65M	0.27%	35
2016 Q2	$3.26M	Hold	117,700	–	–	1.29%	18
2016 Q1	$2.83M	Sell	117,700 -25,394	-18%	-$562K	1.23%	18
2015 Q4	$3.74M	Buy	+143,094	New	+$3.87M	3.01%	11

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

FFT Wealth Management's MLPI Position: Q4 2017 in Review

FFT Wealth Management sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q4 2017, closing a stake of 56,190 shares — an estimated $1.41M sold.

FFT Wealth Management first reported a position in MLPI in Q4 2015 and held it in 8 quarters. The position peaked at $3.74M in Q4 2015. 130 funds tracked by Wall St. Rank hold MLPI as of Q4 2017.

FFT Wealth Management reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q4 2017 after selling out during the quarter.
FFT Wealth Management sold 56,190 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q4 2017, an estimated $1.41M.
FFT Wealth Management first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2015 and held it in 8 quarters.
FFT Wealth Management's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $3.74M in Q4 2015.
130 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q4 2017.

Based on FFT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.