Next Financial Group’s Morgan Stanley Cushing MLP High Income Index ETN MLPY Stock Holding History

Next Financial Group’s Portfolio MLPY Stock Details MLPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-600	Closed	-$4K	–	1573
2017 Q3	$4K	Hold	600	–	–	﹤0.01%	1508
2017 Q2	$4K	Hold	600	–	–	﹤0.01%	1634
2017 Q1	$5K	Hold	600	–	–	﹤0.01%	1533
2016 Q4	$5K	Hold	600	–	–	﹤0.01%	1951
2016 Q3	$5K	Hold	600	–	–	﹤0.01%	1954
2016 Q2	$4K	Hold	600	–	–	﹤0.01%	1486
2016 Q1	$3K	Hold	600	–	–	﹤0.01%	1498
2015 Q4	$4K	Buy	+600	New	+$4.98K	﹤0.01%	1480

Other funds holding MLPY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Next Financial Group's MLPY Position: Q4 2017 in Review

Next Financial Group sold out of Morgan Stanley Cushing MLP High Income Index ETN (MLPY) in Q4 2017, closing a stake of 600 shares — an estimated $4K sold.

Next Financial Group first reported a position in MLPY in Q4 2015 and held it in 8 quarters. The position peaked at $5K in Q1 2017. 12 funds tracked by Wall St. Rank hold MLPY as of Q4 2017.

Next Financial Group reported no remaining Morgan Stanley Cushing MLP High Income Index ETN position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 600 Morgan Stanley Cushing MLP High Income Index ETN shares in Q4 2017, an estimated $4K.
Next Financial Group first reported a position in Morgan Stanley Cushing MLP High Income Index ETN in Q4 2015 and held it in 8 quarters.
Next Financial Group's Morgan Stanley Cushing MLP High Income Index ETN position peaked at $5K in Q1 2017.
12 funds tracked by Wall St. Rank held Morgan Stanley Cushing MLP High Income Index ETN as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.