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 $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $5.39B AUM 21.2% 1-Year Est. Return

CIBC Private Wealth Group

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

Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

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