JFG
MLPN

JMG Financial Group’s Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 MLPN Stock Holding History

JMG Financial Group’s Portfolio MLPN Stock Details MLPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-7,599
Closed -$239K – 55
2013
Q4 		$239K Hold
7,599
– – 0.07% 49
2013
Q3 		$223K Buy
7,599
+805
+12% +$23.6K 0.07% 48
2013
Q2 		$203K Buy
+6,794
New +$199K 0.07% 47

Other funds holding MLPN

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

JMG Financial Group's MLPN Position: Q1 2014 in Review

JMG Financial Group sold out of Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 (MLPN) in Q1 2014, closing a stake of 7,599 shares — an estimated $239K sold.

JMG Financial Group first reported a position in MLPN in Q2 2013 and held it in 3 quarters. The position peaked at $239K in Q4 2013. 61 funds tracked by Wall St. Rank hold MLPN as of Q1 2014.

  • JMG Financial Group reported no remaining Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 position as of Q1 2014 after selling out during the quarter.
  • JMG Financial Group sold 7,599 Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 shares in Q1 2014, an estimated $239K.
  • JMG Financial Group first reported a position in Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 in Q2 2013 and held it in 3 quarters.
  • JMG Financial Group's Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 position peaked at $239K in Q4 2013.
  • 61 funds tracked by Wall St. Rank held Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 as of Q1 2014.

Based on JMG Financial Group's 13F filing for Q1 2014, filed 24 Apr 2014.