OPS
MLPI

Orion Portfolio Solutions’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-508
Closed -$6K – 2351
2020
Q2 		$6K Buy
+508
New +$5.72K ﹤0.01% 1435
2020
Q1 		– Sell
-3,775
Closed -$73K – 2459
2019
Q4 		$73K Buy
+3,775
New +$71.7K 0.01% 475

Other funds holding MLPI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Orion Portfolio Solutions's MLPI Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q3 2020, closing a stake of 508 shares — an estimated $6K sold.

Orion Portfolio Solutions first reported a position in MLPI in Q4 2019 and held it in 2 quarters. The position peaked at $73K in Q4 2019. 45 funds tracked by Wall St. Rank hold MLPI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 508 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q3 2020, an estimated $6K.
  • Orion Portfolio Solutions first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $73K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.