Plotkin Financial Advisors’s ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN LMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-125,452
Closed -$2.23M 69
2019
Q4
$2.23M Buy
+125,452
New +$2.13M 2.08% 15

Plotkin Financial Advisors's LMLP Position: Q1 2020 in Review

Plotkin Financial Advisors sold out of ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN (LMLP) in Q1 2020, closing a stake of 125,452 shares — an estimated $2.23M sold.

Plotkin Financial Advisors first reported a position in LMLP in Q4 2019 and held it in 1 quarter. The position peaked at $2.23M in Q4 2019. 0 funds tracked by Wall St. Rank hold LMLP as of Q1 2020.

  • Plotkin Financial Advisors reported no remaining ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN position as of Q1 2020 after selling out during the quarter.
  • Plotkin Financial Advisors sold 125,452 ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN shares in Q1 2020, an estimated $2.23M.
  • Plotkin Financial Advisors first reported a position in ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN in Q4 2019 and held it in 1 quarter.
  • Plotkin Financial Advisors's ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN position peaked at $2.23M in Q4 2019.
  • 0 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Wells Fargo MLP Ex-Energy ETN as of Q1 2020.

Based on Plotkin Financial Advisors's 13F filing for Q1 2020, filed 15 Nov 2024.