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	$62	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 $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return

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

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

CIBC Private Wealth Group

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