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

Financial Perspectives’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 Q3	–	Sell	-894	Closed	-$10.2K	–	571
2020 Q2	$10.2K	Hold	894	–	–	0.01%	347
2020 Q1	$7.28K	Sell	894 -193	-18%	-$2.97K	0.01%	355
2019 Q4	$21.1K	Buy	+1,087	New	+$20.7K	0.01%	253

Other funds holding MLPI

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Perspectives's MLPI Position: Q3 2020 in Review

Financial Perspectives sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q3 2020, closing a stake of 894 shares — an estimated $10.2K sold.

Financial Perspectives first reported a position in MLPI in Q4 2019 and held it in 3 quarters. The position peaked at $21.1K in Q4 2019. 45 funds tracked by Wall St. Rank hold MLPI as of Q3 2020.

Financial Perspectives reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q3 2020 after selling out during the quarter.
Financial Perspectives sold 894 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q3 2020, an estimated $10.2K.
Financial Perspectives first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2019 and held it in 3 quarters.
Financial Perspectives's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $21.1K in Q4 2019.
45 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q3 2020.

Based on Financial Perspectives's 13F filing for Q3 2020, filed 10 Jan 2024.