GWM
IMLP

Geneos Wealth Management’s iPath S&P MLP ETN IMLP Stock Holding History

Geneos Wealth Management’s Portfolio IMLP Stock Details IMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-700
Closed -$14K – 2151
2017
Q1 		$14K Buy
+700
New +$14.7K ﹤0.01% 1385

Other funds holding IMLP

GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Geneos Wealth Management's IMLP Position: Q2 2017 in Review

Geneos Wealth Management sold out of iPath S&P MLP ETN (IMLP) in Q2 2017, closing a stake of 700 shares — an estimated $14K sold.

Geneos Wealth Management first reported a position in IMLP in Q1 2017 and held it in 1 quarter. The position peaked at $14K in Q1 2017. 19 funds tracked by Wall St. Rank hold IMLP as of Q2 2017.

  • Geneos Wealth Management reported no remaining iPath S&P MLP ETN position as of Q2 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 700 iPath S&P MLP ETN shares in Q2 2017, an estimated $14K.
  • Geneos Wealth Management first reported a position in iPath S&P MLP ETN in Q1 2017 and held it in 1 quarter.
  • Geneos Wealth Management's iPath S&P MLP ETN position peaked at $14K in Q1 2017.
  • 19 funds tracked by Wall St. Rank held iPath S&P MLP ETN as of Q2 2017.

Based on Geneos Wealth Management's 13F filing for Q2 2017, filed 7 Sep 2021.