LPL Financial
IMLP

LPL Financial’s iPath S&P MLP ETN IMLP Stock Holding History

LPL Financial’s Portfolio IMLP Stock Details IMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-13,841
Closed -$397K – 2597
2013
Q2 		$397K Buy
+13,841
New +$392K ﹤0.01% 1719

Other funds holding IMLP

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial's IMLP Position: Q3 2013 in Review

LPL Financial sold out of iPath S&P MLP ETN (IMLP) in Q3 2013, closing a stake of 13,841 shares — an estimated $397K sold.

LPL Financial first reported a position in IMLP in Q2 2013 and held it in 1 quarter. The position peaked at $397K in Q2 2013. 5 funds tracked by Wall St. Rank hold IMLP as of Q3 2013.

  • LPL Financial reported no remaining iPath S&P MLP ETN position as of Q3 2013 after selling out during the quarter.
  • LPL Financial sold 13,841 iPath S&P MLP ETN shares in Q3 2013, an estimated $397K.
  • LPL Financial first reported a position in iPath S&P MLP ETN in Q2 2013 and held it in 1 quarter.
  • LPL Financial's iPath S&P MLP ETN position peaked at $397K in Q2 2013.
  • 5 funds tracked by Wall St. Rank held iPath S&P MLP ETN as of Q3 2013.

Based on LPL Financial's 13F filing for Q3 2013, filed 4 Nov 2013.