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

Inspirion Wealth 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
2017 Q3	–	Sell	-12,450	Closed	-$332K	–	70
2017 Q2	$332K	Sell	12,450 -5,610	-31%	-$154K	0.18%	46
2017 Q1	$527K	Sell	18,060 -149,599	-89%	-$4.37M	0.3%	36
2016 Q4	$4.76M	Buy	167,659 +2,253	+1%	+$61.5K	3.02%	9
2016 Q3	$4.7M	Buy	165,406 +37,191	+29%	+$1.04M	3.05%	9
2016 Q2	$3.63M	Buy	128,215 +10,801	+9%	+$284K	2.37%	10
2016 Q1	$2.82M	Buy	117,414 +45,704	+64%	+$1.01M	1.98%	10
2015 Q4	$1.88M	Buy	71,710 +18,023	+34%	+$487K	1.38%	14
2015 Q3	$1.45M	Buy	+53,687	New	+$1.71M	1.15%	17

Other funds holding MLPI

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Inspirion Wealth Advisors's MLPI Position: Q3 2017 in Review

Inspirion Wealth Advisors sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q3 2017, closing a stake of 12,450 shares — an estimated $332K sold.

Inspirion Wealth Advisors first reported a position in MLPI in Q3 2015 and held it in 8 quarters. The position peaked at $4.76M in Q4 2016. 131 funds tracked by Wall St. Rank hold MLPI as of Q3 2017.

Inspirion Wealth Advisors reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q3 2017 after selling out during the quarter.
Inspirion Wealth Advisors sold 12,450 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q3 2017, an estimated $332K.
Inspirion Wealth Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q3 2015 and held it in 8 quarters.
Inspirion Wealth Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $4.76M in Q4 2016.
131 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q3 2017.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.