LWM
MLPI

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

Lenox 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
2017
Q4 		– Sell
-27
Closed – – 523
2017
Q3 		$0 Hold
27
– – ﹤0.01% 510
2017
Q2 		$1K Buy
+27
New +$739 ﹤0.01% 465

Other funds holding MLPI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Lenox Wealth Management's MLPI Position: Q4 2017 in Review

Lenox Wealth Management sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q4 2017, closing a stake of 27 shares.

Lenox Wealth Management first reported a position in MLPI in Q2 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2017. 130 funds tracked by Wall St. Rank hold MLPI as of Q4 2017.

  • Lenox Wealth Management reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 27 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q4 2017.
  • Lenox Wealth Management first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q2 2017 and held it in 2 quarters.
  • Lenox Wealth Management's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $1K in Q2 2017.
  • 130 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.