LWANC
MLPI

Laurel Wealth Advisors (North Carolina)’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2020
Q2 		– Sell
-760
Closed -$6K – 551
2020
Q1 		$6K Buy
+760
New +$11.7K ﹤0.01% 407

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HW
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UCFA
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NEAM
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Morgan Stanley
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CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
TFA
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Laurel Wealth Advisors (North Carolina)'s MLPI Position: Q2 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q2 2020, closing a stake of 760 shares — an estimated $6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MLPI in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 50 funds tracked by Wall St. Rank hold MLPI as of Q2 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q2 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 760 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q2 2020, an estimated $6K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q1 2020 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $6K in Q1 2020.
  • 50 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2020, filed 6 Aug 2020.