Gradient Investments’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Gradient Investments’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 Q1	–	Sell	-60	Closed	-$2K	–	850
2016 Q4	$2K	Hold	60	–	–	﹤0.01%	648
2016 Q3	$2K	Hold	60	–	–	﹤0.01%	627
2016 Q2	$2K	Hold	60	–	–	﹤0.01%	627
2016 Q1	$1K	Hold	60	–	–	﹤0.01%	706
2015 Q4	$2K	Hold	60	–	–	﹤0.01%	602
2015 Q3	$2K	Sell	60 -305	-84%	-$9.73K	﹤0.01%	524
2015 Q2	$13K	Buy	+365	New	+$14K	﹤0.01%	361
2015 Q1	–	Sell	-2,007	Closed	-$81K	–	713
2014 Q4	$81K	Buy	+2,007	New	+$85K	0.01%	199

Other funds holding MLPI

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

Fifth Third Bancorp

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return