Mariner Wealth Advisors (Cincinnati)’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q2	–	Sell	-7,905	Closed	-$231K	–	259
2017 Q1	$231K	Buy	+7,905	New	+$231K	0.02%	231
2016 Q4	–	Sell	-8,905	Closed	-$253K	–	262
2016 Q3	$253K	Buy	+8,905	New	+$249K	0.02%	230

Other funds holding MLPI

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s MLPI Position: Q2 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q2 2017, closing a stake of 7,905 shares — an estimated $231K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in MLPI in Q3 2016 and held it in 2 quarters. The position peaked at $253K in Q3 2016. 130 funds tracked by Wall St. Rank hold MLPI as of Q2 2017.

Mariner Wealth Advisors (Cincinnati) reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q2 2017 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 7,905 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q2 2017, an estimated $231K.
Mariner Wealth Advisors (Cincinnati) first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q3 2016 and held it in 2 quarters.
Mariner Wealth Advisors (Cincinnati)'s UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $253K in Q3 2016.
130 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q2 2017, filed 4 Aug 2017.