Karp Capital Management’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Karp Capital 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
2019 Q1	–	Sell	-925	Closed	-$18K	–	417
2018 Q4	$18K	Buy	+925	New	+$20.4K	0.01%	228
2015 Q4	–	Sell	-925	Closed	-$25K	–	308
2015 Q3	$25K	Hold	925	–	–	0.02%	218
2015 Q2	$32K	Hold	925	–	–	0.02%	207
2015 Q1	$35K	Hold	925	–	–	0.02%	200
2014 Q4	$38K	Buy	+925	New	+$39.2K	0.03%	179

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Karp Capital Management's MLPI Position: Q1 2019 in Review

Karp Capital Management sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q1 2019, closing a stake of 925 shares — an estimated $18K sold.

Karp Capital Management first reported a position in MLPI in Q4 2014 and held it in 5 quarters. The position peaked at $38K in Q4 2014. 91 funds tracked by Wall St. Rank hold MLPI as of Q1 2019.

Karp Capital Management reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 925 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q1 2019, an estimated $18K.
Karp Capital Management first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2014 and held it in 5 quarters.
Karp Capital Management's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $38K in Q4 2014.
91 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.