JA
MLPI

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

JOYN 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
2018
Q3 		– Sell
-52
Closed -$1K – 1951
2018
Q2 		$1K Sell
52
-3,657
-99% -$82.8K ﹤0.01% 1706
2018
Q1 		$78K Buy
+3,709
New +$88.7K 0.02% 348

Other funds holding MLPI

Wells Fargo
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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BP
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 $2.37B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JOYN Advisors's MLPI Position: Q3 2018 in Review

JOYN Advisors sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q3 2018, closing a stake of 52 shares — an estimated $1K sold.

JOYN Advisors first reported a position in MLPI in Q1 2018 and held it in 2 quarters. The position peaked at $78K in Q1 2018. 108 funds tracked by Wall St. Rank hold MLPI as of Q3 2018.

  • JOYN Advisors reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q3 2018 after selling out during the quarter.
  • JOYN Advisors sold 52 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q3 2018, an estimated $1K.
  • JOYN Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q1 2018 and held it in 2 quarters.
  • JOYN Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $78K in Q1 2018.
  • 108 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.