SHJ
MLPI

Sharkey, Howes & Javer’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Sharkey, Howes & Javer’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
-1,244
Closed -$35K – 257
2016
Q4 		$35K Buy
+1,244
New +$33.9K 0.02% 118

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
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

Sharkey, Howes & Javer's MLPI Position: Q1 2017 in Review

Sharkey, Howes & Javer sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q1 2017, closing a stake of 1,244 shares — an estimated $35K sold.

Sharkey, Howes & Javer first reported a position in MLPI in Q4 2016 and held it in 1 quarter. The position peaked at $35K in Q4 2016. 126 funds tracked by Wall St. Rank hold MLPI as of Q1 2017.

  • Sharkey, Howes & Javer reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q1 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 1,244 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q1 2017, an estimated $35K.
  • Sharkey, Howes & Javer first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2016 and held it in 1 quarter.
  • Sharkey, Howes & Javer's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $35K in Q4 2016.
  • 126 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q1 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2017, filed 10 May 2017.