LA
MLPI

Legacy Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Legacy 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
2018
Q2 		– Sell
-1,191
Closed -$25K – 467
2018
Q1 		$25K Buy
+1,191
New +$28.5K 0.02% 201

Other funds holding MLPI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Legacy Advisors's MLPI Position: Q2 2018 in Review

Legacy Advisors sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q2 2018, closing a stake of 1,191 shares — an estimated $25K sold.

Legacy Advisors first reported a position in MLPI in Q1 2018 and held it in 1 quarter. The position peaked at $25K in Q1 2018. 105 funds tracked by Wall St. Rank hold MLPI as of Q2 2018.

  • Legacy Advisors reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q2 2018 after selling out during the quarter.
  • Legacy Advisors sold 1,191 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q2 2018, an estimated $25K.
  • Legacy Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q1 2018 and held it in 1 quarter.
  • Legacy Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $25K in Q1 2018.
  • 105 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2018.

Based on Legacy Advisors's 13F filing for Q2 2018, filed 19 Jul 2018.