TA
IMLP

Tiedemann Advisors’s iPath S&P MLP ETN IMLP Stock Holding History

Tiedemann Advisors’s Portfolio IMLP Stock Details IMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-74,540
Closed -$1.1M – 458
2018
Q4 		$1.1M Buy
74,540
+5,718
+8% +$94.9K 0.06% 197
2018
Q3 		$1.26M Sell
68,822
-27,030
-28% -$502K 0.07% 150
2018
Q2 		$1.68M Sell
95,852
-4,782
-5% -$83K 0.11% 118
2018
Q1 		$1.6M Sell
100,634
-25,018
-20% -$450K 0.11% 109
2017
Q4 		$2.26M Sell
125,652
-341,411
-73% -$6.05M 0.17% 77
2017
Q3 		$9.39M Buy
467,063
+262,095
+128% +$4.9M 0.84% 24
2017
Q2 		$3.92M Sell
204,968
-102,890
-33% -$2.04M 0.29% 68
2017
Q1 		$6.46M Sell
307,858
-145,821
-32% -$3.07M 0.54% 42
2016
Q4 		$9.35M Buy
+453,679
New +$8.94M 0.93% 24

Other funds holding IMLP

GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tiedemann Advisors's IMLP Position: Q1 2019 in Review

Tiedemann Advisors sold out of iPath S&P MLP ETN (IMLP) in Q1 2019, closing a stake of 74,540 shares — an estimated $1.1M sold.

Tiedemann Advisors first reported a position in IMLP in Q4 2016 and held it in 9 quarters. The position peaked at $9.39M in Q3 2017. 9 funds tracked by Wall St. Rank hold IMLP as of Q1 2019.

  • Tiedemann Advisors reported no remaining iPath S&P MLP ETN position as of Q1 2019 after selling out during the quarter.
  • Tiedemann Advisors sold 74,540 iPath S&P MLP ETN shares in Q1 2019, an estimated $1.1M.
  • Tiedemann Advisors first reported a position in iPath S&P MLP ETN in Q4 2016 and held it in 9 quarters.
  • Tiedemann Advisors's iPath S&P MLP ETN position peaked at $9.39M in Q3 2017.
  • 9 funds tracked by Wall St. Rank held iPath S&P MLP ETN as of Q1 2019.

Based on Tiedemann Advisors's 13F filing for Q1 2019, filed 13 May 2019.