Stelac Advisory Services’s UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN MLPL Stock Holding History

Stelac Advisory Services’s Portfolio MLPL Stock Details MLPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-2,443	Closed	-$104K	–	50
2015 Q2	$104K	Hold	2,443	–	–	0.03%	41
2015 Q1	$124K	Hold	2,443	–	–	0.03%	39
2014 Q4	$141K	Hold	2,443	–	–	0.04%	35
2014 Q3	$179K	Buy	+2,443	New	+$171K	0.06%	30

Other funds holding MLPL

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCM

Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return

BGA

Belmont Global Advisors Dallas, Texas $106M AUM 2.89% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PSI

Pinnacle Summer Investments Fairfax, Virginia $678M AUM 9.54% 1-Year Est. Return

Stelac Advisory Services's MLPL Position: Q3 2015 in Review

Stelac Advisory Services sold out of UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN (MLPL) in Q3 2015, closing a stake of 2,443 shares — an estimated $104K sold.

Stelac Advisory Services first reported a position in MLPL in Q3 2014 and held it in 4 quarters. The position peaked at $179K in Q3 2014. 20 funds tracked by Wall St. Rank hold MLPL as of Q3 2015.

Stelac Advisory Services reported no remaining UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN position as of Q3 2015 after selling out during the quarter.
Stelac Advisory Services sold 2,443 UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN shares in Q3 2015, an estimated $104K.
Stelac Advisory Services first reported a position in UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN in Q3 2014 and held it in 4 quarters.
Stelac Advisory Services's UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN position peaked at $179K in Q3 2014.
20 funds tracked by Wall St. Rank held UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN as of Q3 2015.

Based on Stelac Advisory Services's 13F filing for Q3 2015, filed 12 Nov 2015.