LWM
MLPN

LBA Wealth Management’s Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 MLPN Stock Holding History

LBA Wealth Management’s Portfolio MLPN Stock Details MLPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-146
Closed -$4K – 345
2015
Q1 		$4K Buy
+146
New +$4.55K ﹤0.01% 280

Other funds holding MLPN

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

LBA Wealth Management's MLPN Position: Q2 2015 in Review

LBA Wealth Management sold out of Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 (MLPN) in Q2 2015, closing a stake of 146 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in MLPN in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 65 funds tracked by Wall St. Rank hold MLPN as of Q2 2015.

  • LBA Wealth Management reported no remaining Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 position as of Q2 2015 after selling out during the quarter.
  • LBA Wealth Management sold 146 Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 shares in Q2 2015, an estimated $4K.
  • LBA Wealth Management first reported a position in Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 in Q1 2015 and held it in 1 quarter.
  • LBA Wealth Management's Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 position peaked at $4K in Q1 2015.
  • 65 funds tracked by Wall St. Rank held Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 as of Q2 2015.

Based on LBA Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.