HAG
IMLP

HighPoint Advisor Group’s iPath S&P MLP ETN IMLP Stock Holding History

HighPoint Advisor Group’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
2016
Q3 		– Sell
-68,594
Closed -$582K – 323
2016
Q2 		$582K Buy
+68,594
New +$1.28M 0.2% 124

Other funds holding IMLP

GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighPoint Advisor Group's IMLP Position: Q3 2016 in Review

HighPoint Advisor Group sold out of iPath S&P MLP ETN (IMLP) in Q3 2016, closing a stake of 68,594 shares — an estimated $582K sold.

HighPoint Advisor Group first reported a position in IMLP in Q2 2016 and held it in 1 quarter. The position peaked at $582K in Q2 2016. 17 funds tracked by Wall St. Rank hold IMLP as of Q3 2016.

  • HighPoint Advisor Group reported no remaining iPath S&P MLP ETN position as of Q3 2016 after selling out during the quarter.
  • HighPoint Advisor Group sold 68,594 iPath S&P MLP ETN shares in Q3 2016, an estimated $582K.
  • HighPoint Advisor Group first reported a position in iPath S&P MLP ETN in Q2 2016 and held it in 1 quarter.
  • HighPoint Advisor Group's iPath S&P MLP ETN position peaked at $582K in Q2 2016.
  • 17 funds tracked by Wall St. Rank held iPath S&P MLP ETN as of Q3 2016.

Based on HighPoint Advisor Group's 13F filing for Q3 2016, filed 21 Nov 2016.