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

JP Morgan Private 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
2019 Q2	–	Sell	-13,763	Closed	-$313K	–	1491
2019 Q1	$313K	Buy	+13,763	New	+$303K	﹤0.01%	1189
2016 Q1	–	Sell	-8,790	Closed	-$230K	–	1318
2015 Q4	$230K	Buy	+8,790	New	+$237K	﹤0.01%	976
2014 Q4	–	Sell	-23,766	Closed	-$1.09M	–	1150
2014 Q3	$1.09M	Buy	+23,766	New	+$1.06M	0.01%	495

Other funds holding MLPI

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

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

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

BJL

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

CBU

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

JP Morgan Private Wealth Advisors's MLPI Position: Q2 2019 in Review

JP Morgan Private Wealth Advisors sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q2 2019, closing a stake of 13,763 shares — an estimated $313K sold.

JP Morgan Private Wealth Advisors first reported a position in MLPI in Q3 2014 and held it in 3 quarters. The position peaked at $1.09M in Q3 2014. 87 funds tracked by Wall St. Rank hold MLPI as of Q2 2019.

JP Morgan Private Wealth Advisors reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q2 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 13,763 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q2 2019, an estimated $313K.
JP Morgan Private Wealth Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q3 2014 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $1.09M in Q3 2014.
87 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.