IFP Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

IFP Advisors’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
2020 Q2	–	Sell	-1,599	Closed	-$18K	–	3045
2020 Q1	$13K	Hold	1,599	–	–	﹤0.01%	1680
2019 Q4	$31K	Sell	1,599 -7,925	-83%	-$151K	﹤0.01%	1448
2019 Q3	$198K	Buy	+9,524	New	+$204K	0.01%	772
2019 Q1	$426K	Buy	18,936 +2,654	+16%	+$58.5K	0.06%	317
2018 Q4	$317K	Buy	16,282 +1,268	+8%	+$27.9K	0.02%	695
2018 Q3	$361K	Sell	15,014 -746	-5%	-$18.1K	0.01%	808
2018 Q2	$361K	Sell	15,760 -1,615	-9%	-$36.6K	0.02%	799
2018 Q1	$420K	Hold	17,375	–	–	0.02%	692
2017 Q4	$420K	Sell	17,375 -17,185	-50%	-$409K	0.02%	692
2017 Q3	$869K	Buy	34,560 +11,541	+50%	+$293K	0.03%	483
2017 Q2	$614K	Buy	23,019 +7,156	+45%	+$196K	0.03%	600
2017 Q1	$463K	Sell	15,863 -8,816	-36%	-$258K	0.02%	718
2016 Q4	$701K	Sell	24,679 -674	-3%	-$18.4K	0.03%	497
2016 Q3	$720K	Sell	25,353 -15,570	-38%	-$435K	0.04%	454
2016 Q2	$1.16M	Buy	40,923 +21,987	+116%	+$579K	0.06%	326
2016 Q1	$426K	Sell	18,936 -3,746	-17%	-$82.9K	0.06%	317
2015 Q4	$593K	Buy	+22,682	New	+$613K	0.04%	445

Other funds holding MLPI

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

IFP Advisors's MLPI Position: Q2 2020 in Review

IFP Advisors sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q2 2020, closing a stake of 1,599 shares — an estimated $18K sold.

IFP Advisors first reported a position in MLPI in Q4 2015 and held it in 17 quarters. The position peaked at $1.16M in Q2 2016. 50 funds tracked by Wall St. Rank hold MLPI as of Q2 2020.

IFP Advisors reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q2 2020 after selling out during the quarter.
IFP Advisors sold 1,599 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q2 2020, an estimated $18K.
IFP Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2015 and held it in 17 quarters.
IFP Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $1.16M in Q2 2016.
50 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2020.

Based on IFP Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.