SWM
MLPI

Stockman Wealth Management’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Stockman Wealth Management’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
2020
Q2 		– Sell
-21,915
Closed -$178K – 170
2020
Q1 		$178K Hold
21,915
– – 0.08% 138
2019
Q4 		$426K Buy
21,915
+290
+1% +$5.51K 0.15% 105
2019
Q3 		$451K Hold
21,625
– – 0.17% 97
2019
Q2 		$483K Hold
21,625
– – 0.2% 90
2019
Q1 		$491K Hold
21,625
– – 0.21% 86
2018
Q4 		$428K Sell
21,625
-50
-0.2% -$1.1K 0.2% 90
2018
Q3 		$521K Buy
21,675
+900
+4% +$21.8K 0.22% 86
2018
Q2 		$476K Sell
20,775
-440
-2% -$9.96K 0.22% 85
2018
Q1 		$448K Sell
21,215
-500
-2% -$12K 0.21% 88
2017
Q4 		$525K Buy
21,715
+11,030
+103% +$262K 0.24% 82
2017
Q3 		$269K Buy
+10,685
New +$272K 0.13% 120

Other funds holding MLPI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return