SNT
MLPI

Security National Trust’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Security National Trust’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
2013
Q3 		– Sell
-60
Closed -$2K – 568
2013
Q2 		$2K Buy
+60
New +$2.3K ﹤0.01% 488

Other funds holding MLPI

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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
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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Security National Trust's MLPI Position: Q3 2013 in Review

Security National Trust sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q3 2013, closing a stake of 60 shares — an estimated $2K sold.

Security National Trust first reported a position in MLPI in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 62 funds tracked by Wall St. Rank hold MLPI as of Q3 2013.

  • Security National Trust reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q3 2013 after selling out during the quarter.
  • Security National Trust sold 60 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q3 2013, an estimated $2K.
  • Security National Trust first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q2 2013 and held it in 1 quarter.
  • Security National Trust's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $2K in Q2 2013.
  • 62 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q3 2013.

Based on Security National Trust's 13F filing for Q3 2013, filed 15 Nov 2013.