LWCFA
MLPI

Loring Wolcott & Coolidge Fiduciary Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2014
Q3 		– Sell
-1,814
Closed -$81K – 624
2014
Q2 		$81K Hold
1,814
– – ﹤0.01% 382
2014
Q1 		$72K Buy
+1,814
New +$71K ﹤0.01% 378

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 $61.7B AUM 33.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM

Loring Wolcott & Coolidge Fiduciary Advisors's MLPI Position: Q3 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q3 2014, closing a stake of 1,814 shares — an estimated $81K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MLPI in Q1 2014 and held it in 2 quarters. The position peaked at $81K in Q2 2014. 98 funds tracked by Wall St. Rank hold MLPI as of Q3 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q3 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,814 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q3 2014, an estimated $81K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q1 2014 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $81K in Q2 2014.
  • 98 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q3 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2014, filed 7 Nov 2014.