MFS
MLPL

MSI Financial Services’s UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN MLPL Stock Holding History

MSI Financial Services’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
2016
Q1 		– Sell
-1,815
Closed -$40K – 4281
2015
Q4 		$40K Hold
1,815
– – ﹤0.01% 1873
2015
Q3 		$44K Hold
1,815
– – ﹤0.01% 1282
2015
Q2 		$77K Buy
1,815
+390
+27% +$19.8K 0.01% 1103
2015
Q1 		$72K Buy
+1,425
New +$74.1K 0.01% 1141

MSI Financial Services's MLPL Position: Q1 2016 in Review

MSI Financial Services sold out of UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN (MLPL) in Q1 2016, closing a stake of 1,815 shares — an estimated $40K sold.

MSI Financial Services first reported a position in MLPL in Q1 2015 and held it in 4 quarters. The position peaked at $77K in Q2 2015. 0 funds tracked by Wall St. Rank hold MLPL as of Q1 2016.

  • MSI Financial Services reported no remaining UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN position as of Q1 2016 after selling out during the quarter.
  • MSI Financial Services sold 1,815 UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN shares in Q1 2016, an estimated $40K.
  • MSI Financial Services first reported a position in UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN in Q1 2015 and held it in 4 quarters.
  • MSI Financial Services's UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN position peaked at $77K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN as of Q1 2016.

Based on MSI Financial Services's 13F filing for Q1 2016, filed 22 Apr 2016.