RBC
MLPI

Ronald Blue & Co’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Ronald Blue & Co’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
Q1 		– Sell
-11,608
Closed -$330K – 269
2016
Q4 		$330K Buy
+11,608
New +$317K 0.01% 143

Other funds holding MLPI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ronald Blue & Co's MLPI Position: Q1 2017 in Review

Ronald Blue & Co sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q1 2017, closing a stake of 11,608 shares — an estimated $330K sold.

Ronald Blue & Co first reported a position in MLPI in Q4 2016 and held it in 1 quarter. The position peaked at $330K in Q4 2016. 126 funds tracked by Wall St. Rank hold MLPI as of Q1 2017.

  • Ronald Blue & Co reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q1 2017 after selling out during the quarter.
  • Ronald Blue & Co sold 11,608 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q1 2017, an estimated $330K.
  • Ronald Blue & Co first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2016 and held it in 1 quarter.
  • Ronald Blue & Co's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $330K in Q4 2016.
  • 126 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q1 2017.

Based on Ronald Blue & Co's 13F filing for Q1 2017, filed 10 May 2017.