FWM
MLPI
FFT Wealth Management’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-56,190
| Closed | -$1.41M | – | 33 |
|
|
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% | +$977K | 0.52% | 26 |
|
|
2016
Q4 | $645K | Hold |
22,700
| – | – | 0.15% | 55 |
|
|
2016
Q3 | $637K | Sell |
22,700
-95,000
| -81% | -$2.67M | 0.27% | 35 |
|
|
2016
Q2 | $3.26M | Hold |
117,700
| – | – | 1.29% | 18 |
|
|
2016
Q1 | $2.83M | Sell |
117,700
-25,394
| -18% | -$611K | 1.23% | 18 |
|
|
2015
Q4 | $3.74M | Buy |
+143,094
| New | +$3.74M | 3.01% | 11 |
|