IA
CEFL

IFP Advisors’s ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN CEFL Stock Holding History

IFP Advisors’s Portfolio CEFL Stock Details CEFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-605
Closed -$7K – 3999
2018
Q4 		$7K Buy
605
+28
+5% +$382 ﹤0.01% 2733
2018
Q3 		$9K Buy
577
+22
+4% +$346 ﹤0.01% 2948
2018
Q2 		$9K Buy
555
+46
+9% +$730 ﹤0.01% 3009
2018
Q1 		$9K Hold
509
– – ﹤0.01% 2891
2017
Q4 		$9K Buy
509
+19
+4% +$346 ﹤0.01% 2936
2017
Q3 		$9K Buy
490
+19
+4% +$349 ﹤0.01% 3122
2017
Q2 		$9K Buy
471
+18
+4% +$326 ﹤0.01% 3135
2017
Q1 		$8K Buy
453
+18
+4% +$309 ﹤0.01% 3092
2016
Q4 		$7K Buy
435
+21
+5% +$349 ﹤0.01% 3171
2016
Q3 		$8K Buy
414
+19
+5% +$341 ﹤0.01% 3024
2016
Q2 		$7K Buy
+395
New +$6.5K ﹤0.01% 2996
2016
Q1 		– Sell
-357
Closed -$5K – 4443
2015
Q4 		$5K Buy
+357
New +$5.82K ﹤0.01% 3035

Other funds holding CEFL

CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

IFP Advisors's CEFL Position: Q1 2019 in Review

IFP Advisors sold out of ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN (CEFL) in Q1 2019, closing a stake of 605 shares — an estimated $7K sold.

IFP Advisors first reported a position in CEFL in Q4 2015 and held it in 12 quarters. The position peaked at $9K in Q3 2018. 10 funds tracked by Wall St. Rank hold CEFL as of Q1 2019.

  • IFP Advisors reported no remaining ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 605 ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN shares in Q1 2019, an estimated $7K.
  • IFP Advisors first reported a position in ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN position peaked at $9K in Q3 2018.
  • 10 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.