PP
MLPI

PagnatoKarp Partners’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

PagnatoKarp Partners’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
Q4 		– Sell
-18,402
Closed -$463K – 145
2017
Q3 		$463K Buy
+18,402
New +$468K 0.12% 91

Other funds holding MLPI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

PagnatoKarp Partners's MLPI Position: Q4 2017 in Review

PagnatoKarp Partners sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q4 2017, closing a stake of 18,402 shares — an estimated $463K sold.

PagnatoKarp Partners first reported a position in MLPI in Q3 2017 and held it in 1 quarter. The position peaked at $463K in Q3 2017. 130 funds tracked by Wall St. Rank hold MLPI as of Q4 2017.

  • PagnatoKarp Partners reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q4 2017 after selling out during the quarter.
  • PagnatoKarp Partners sold 18,402 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q4 2017, an estimated $463K.
  • PagnatoKarp Partners first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q3 2017 and held it in 1 quarter.
  • PagnatoKarp Partners's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $463K in Q3 2017.
  • 130 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q4 2017.

Based on PagnatoKarp Partners's 13F filing for Q4 2017, filed 14 Feb 2018.