Macroview Investment Management’s UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN MLPL Stock Holding History

Macroview Investment Management’s Portfolio MLPL Stock Details MLPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-50	Closed	-$4K	–	320
2014 Q2	$4K	Sell	50 -100	-67%	-$6.2K	0.01%	117
2014 Q1	$8K	Hold	150	–	–	0.01%	129
2013 Q4	$8K	Hold	150	–	–	0.01%	125
2013 Q3	$8K	Buy	+150	New	+$8K	0.01%	131

Other funds holding MLPL

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Macroview Investment Management's MLPL Position: Q3 2014 in Review

Macroview Investment Management sold out of UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN (MLPL) in Q3 2014, closing a stake of 50 shares — an estimated $4K sold.

Macroview Investment Management first reported a position in MLPL in Q3 2013 and held it in 4 quarters. The position peaked at $8K in Q1 2014. 22 funds tracked by Wall St. Rank hold MLPL as of Q3 2014.

Macroview Investment Management reported no remaining UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN position as of Q3 2014 after selling out during the quarter.
Macroview Investment Management sold 50 UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN shares in Q3 2014, an estimated $4K.
Macroview Investment Management first reported a position in UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN in Q3 2013 and held it in 4 quarters.
Macroview Investment Management's UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN position peaked at $8K in Q1 2014.
22 funds tracked by Wall St. Rank held UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN as of Q3 2014.

Based on Macroview Investment Management's 13F filing for Q3 2014, filed 23 Oct 2014.