Tiedemann Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Tiedemann Advisors’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
2019 Q1	–	Sell	-11,626	Closed	-$230K	–	460
2018 Q4	$230K	Buy	11,626 +203	+2%	+$4.47K	0.01%	374
2018 Q3	$275K	Buy	11,423 +189	+2%	+$4.59K	0.02%	267
2018 Q2	$257K	Sell	11,234 -238	-2%	-$5.39K	0.02%	264
2018 Q1	$242K	Sell	11,472 -21,907	-66%	-$524K	0.02%	245
2017 Q4	$808K	Sell	33,379 -128,387	-79%	-$3.05M	0.06%	130
2017 Q3	$4.59M	Buy	161,766 +127,620	+374%	+$3.24M	0.41%	49
2017 Q2	$910K	Sell	34,146 -55,863	-62%	-$1.53M	0.07%	226
2017 Q1	$2.63M	Sell	90,009 -65,831	-42%	-$1.92M	0.22%	95
2016 Q4	$4.43M	Buy	+155,840	New	+$4.25M	0.44%	47

Other funds holding MLPI

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

Tiedemann Advisors's MLPI Position: Q1 2019 in Review

Tiedemann Advisors sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q1 2019, closing a stake of 11,626 shares — an estimated $230K sold.

Tiedemann Advisors first reported a position in MLPI in Q4 2016 and held it in 9 quarters. The position peaked at $4.59M in Q3 2017. 91 funds tracked by Wall St. Rank hold MLPI as of Q1 2019.

Tiedemann Advisors reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q1 2019 after selling out during the quarter.
Tiedemann Advisors sold 11,626 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q1 2019, an estimated $230K.
Tiedemann Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2016 and held it in 9 quarters.
Tiedemann Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $4.59M in Q3 2017.
91 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q1 2019.

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