FAM
MLPI

Formidable Asset Management’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Formidable Asset 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
2015
Q4 		– Sell
-732
Closed -$19K – 613
2015
Q3 		$19K Buy
+732
New +$23.4K 0.01% 323

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PNC Financial Services Group
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Bank of America
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HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Formidable Asset Management's MLPI Position: Q4 2015 in Review

Formidable Asset Management sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q4 2015, closing a stake of 732 shares — an estimated $19K sold.

Formidable Asset Management first reported a position in MLPI in Q3 2015 and held it in 1 quarter. The position peaked at $19K in Q3 2015. 102 funds tracked by Wall St. Rank hold MLPI as of Q4 2015.

  • Formidable Asset Management reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q4 2015 after selling out during the quarter.
  • Formidable Asset Management sold 732 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q4 2015, an estimated $19K.
  • Formidable Asset Management first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q3 2015 and held it in 1 quarter.
  • Formidable Asset Management's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $19K in Q3 2015.
  • 102 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q4 2015.

Based on Formidable Asset Management's 13F filing for Q4 2015, filed 2 Feb 2016.