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 $617B AUM 30.33% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

SEIA

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

RJA

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

Gradient Investments's MLPI Position: Q1 2017 in Review

Gradient Investments sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q1 2017, closing a stake of 60 shares — an estimated $2K sold.

Gradient Investments first reported a position in MLPI in Q4 2014 and held it in 8 quarters. The position peaked at $81K in Q4 2014. 126 funds tracked by Wall St. Rank hold MLPI as of Q1 2017.

Gradient Investments reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q1 2017 after selling out during the quarter.
Gradient Investments sold 60 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q1 2017, an estimated $2K.
Gradient Investments first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2014 and held it in 8 quarters.
Gradient Investments's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $81K in Q4 2014.
126 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q1 2017.

Based on Gradient Investments's 13F filing for Q1 2017, filed 12 Apr 2017.