IHT Wealth Management’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

IHT Wealth Management’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
2018 Q2	–	Sell	-868	Closed	-$18K	–	1527
2018 Q1	$18K	Hold	868	–	–	﹤0.01%	1025
2017 Q4	$22K	Sell	868 -150	-15%	-$3.57K	0.01%	968
2017 Q3	$26K	Buy	1,018 +300	+42%	+$7.63K	0.01%	702
2017 Q2	$62K	Buy	718 +675	+1,570%	+$18.5K	0.03%	461
2017 Q1	$1K	Buy	+43	New	+$1.26K	﹤0.01%	1239

Other funds holding MLPI

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

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

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

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

IHT Wealth Management's MLPI Position: Q2 2018 in Review

IHT Wealth Management sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q2 2018, closing a stake of 868 shares — an estimated $18K sold.

IHT Wealth Management first reported a position in MLPI in Q1 2017 and held it in 5 quarters. The position peaked at $62K in Q2 2017. 105 funds tracked by Wall St. Rank hold MLPI as of Q2 2018.

IHT Wealth Management reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 868 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q2 2018, an estimated $18K.
IHT Wealth Management first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q1 2017 and held it in 5 quarters.
IHT Wealth Management's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $62K in Q2 2017.
105 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.