LWA
MLPN

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

Lenox Wealth Advisors’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
2014
Q1 		– Sell
-121
Closed -$4K – 397
2013
Q4 		$4K Buy
+121
New +$3.67K ﹤0.01% 260

Other funds holding MLPN

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Lenox Wealth Advisors's MLPN Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 (MLPN) in Q1 2014, closing a stake of 121 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in MLPN in Q4 2013 and held it in 1 quarter. The position peaked at $4K in Q4 2013. 61 funds tracked by Wall St. Rank hold MLPN as of Q1 2014.

  • Lenox Wealth Advisors reported no remaining Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 position as of Q1 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 121 Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 shares in Q1 2014, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 in Q4 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 position peaked at $4K in Q4 2013.
  • 61 funds tracked by Wall St. Rank held Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.