Oxford Financial Group’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$2.52M Hold
2019
Q2
$2.7M Sell
2019
Q1
$2.75M Buy
2018
Q1
Sell
2017
Q4
$640K Sell
2017
Q3
$14.4M Buy
2017
Q2
$14.9M Buy
2017
Q1
$14.3M Sell
2016
Q4
$14.5M Buy