SSG
MLPY

Summit Securities Group’s Morgan Stanley Cushing MLP High Income Index ETN MLPY Stock Holding History

Summit Securities Group’s Portfolio MLPY Stock Details MLPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,300
Closed -$23K – 617
2013
Q3 		$23K Buy
+1,300
New +$22.9K 0.01% 221

Other funds holding MLPY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Securities Group's MLPY Position: Q4 2013 in Review

Summit Securities Group sold out of Morgan Stanley Cushing MLP High Income Index ETN (MLPY) in Q4 2013, closing a stake of 1,300 shares — an estimated $23K sold.

Summit Securities Group first reported a position in MLPY in Q3 2013 and held it in 1 quarter. The position peaked at $23K in Q3 2013. 16 funds tracked by Wall St. Rank hold MLPY as of Q4 2013.

  • Summit Securities Group reported no remaining Morgan Stanley Cushing MLP High Income Index ETN position as of Q4 2013 after selling out during the quarter.
  • Summit Securities Group sold 1,300 Morgan Stanley Cushing MLP High Income Index ETN shares in Q4 2013, an estimated $23K.
  • Summit Securities Group first reported a position in Morgan Stanley Cushing MLP High Income Index ETN in Q3 2013 and held it in 1 quarter.
  • Summit Securities Group's Morgan Stanley Cushing MLP High Income Index ETN position peaked at $23K in Q3 2013.
  • 16 funds tracked by Wall St. Rank held Morgan Stanley Cushing MLP High Income Index ETN as of Q4 2013.

Based on Summit Securities Group's 13F filing for Q4 2013, filed 13 Feb 2014.