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Spearhead Capital Advisors’s ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 MLPB Stock Holding History

Spearhead Capital Advisors’s Portfolio MLPB Stock Details MLPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-34,899
Closed -$590K – 197
2021
Q2 		$590K Buy
+34,899
New +$552K 0.08% 84

Other funds holding MLPB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
NC
NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Spearhead Capital Advisors's MLPB Position: Q3 2021 in Review

Spearhead Capital Advisors sold out of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) in Q3 2021, closing a stake of 34,899 shares — an estimated $590K sold.

Spearhead Capital Advisors first reported a position in MLPB in Q2 2021 and held it in 1 quarter. The position peaked at $590K in Q2 2021. 25 funds tracked by Wall St. Rank hold MLPB as of Q3 2021.

  • Spearhead Capital Advisors reported no remaining ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position as of Q3 2021 after selling out during the quarter.
  • Spearhead Capital Advisors sold 34,899 ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 shares in Q3 2021, an estimated $590K.
  • Spearhead Capital Advisors first reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in Q2 2021 and held it in 1 quarter.
  • Spearhead Capital Advisors's ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position peaked at $590K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 as of Q3 2021.

Based on Spearhead Capital Advisors's 13F filing for Q3 2021, filed 27 Oct 2021.