Kiley Juergens Wealth Management’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Kiley Juergens Wealth 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
2018 Q4	–	Sell	-42	Closed	-$1K	–	742
2018 Q3	$1K	Hold	42	–	–	﹤0.01%	623
2018 Q2	$0	Buy	+42	New	+$951	﹤0.01%	720
2018 Q1	–	Sell	-42	Closed	-$1K	–	670
2017 Q4	$1K	Buy	+42	New	+$999	﹤0.01%	662

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

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

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

Kiley Juergens Wealth Management's MLPI Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q4 2018, closing a stake of 42 shares — an estimated $1K sold.

Kiley Juergens Wealth Management first reported a position in MLPI in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 98 funds tracked by Wall St. Rank hold MLPI as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 42 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q4 2018, an estimated $1K.
Kiley Juergens Wealth Management first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $1K in Q3 2018.
98 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.