TFO
MLPI

Tarbox Family Office’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Tarbox Family Office’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
2018
Q1 		– Sell
-206
Closed -$5K – 655
2017
Q4 		$5K Buy
+206
New +$4.9K ﹤0.01% 406

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PNC Financial Services Group
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AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Tarbox Family Office's MLPI Position: Q1 2018 in Review

Tarbox Family Office sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q1 2018, closing a stake of 206 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in MLPI in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 110 funds tracked by Wall St. Rank hold MLPI as of Q1 2018.

  • Tarbox Family Office reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q1 2018 after selling out during the quarter.
  • Tarbox Family Office sold 206 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q1 2018, an estimated $5K.
  • Tarbox Family Office first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2017 and held it in 1 quarter.
  • Tarbox Family Office's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $5K in Q4 2017.
  • 110 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q1 2018.

Based on Tarbox Family Office's 13F filing for Q1 2018, filed 25 Apr 2018.