United Capital Financial Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

United Capital Financial 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
2020 Q4	–	Sell	-101,035	Closed	-$946K	–	1238
2020 Q3	$946K	Sell	101,035 -12,675	-11%	-$135K	0.01%	678
2020 Q2	$1.3M	Sell	113,710 -16,443	-13%	-$185K	0.01%	596
2020 Q1	$1.06M	Sell	130,153 -37,521	-22%	-$577K	0.01%	618
2019 Q4	$3.26M	Sell	167,674 -23,296	-12%	-$443K	0.02%	499
2019 Q3	$3.98M	Sell	190,970 -6,678	-3%	-$143K	0.03%	459
2019 Q2	$4.41M	Buy	197,648 +188,850	+2,147%	+$4.21M	0.03%	445
2019 Q1	$200K	Buy	+8,798	New	+$194K	﹤0.01%	1276
2014 Q3	–	Sell	-11,711	Closed	-$522K	–	1134
2014 Q2	$522K	Buy	+11,711	New	+$489K	0.01%	676

United Capital Financial Advisors's MLPI Position: Q4 2020 in Review

United Capital Financial Advisors sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q4 2020, closing a stake of 101,035 shares — an estimated $946K sold.

United Capital Financial Advisors first reported a position in MLPI in Q2 2014 and held it in 8 quarters. The position peaked at $4.41M in Q2 2019. 0 funds tracked by Wall St. Rank hold MLPI as of Q4 2020.

United Capital Financial Advisors reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q4 2020 after selling out during the quarter.
United Capital Financial Advisors sold 101,035 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q4 2020, an estimated $946K.
United Capital Financial Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q2 2014 and held it in 8 quarters.
United Capital Financial Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $4.41M in Q2 2019.
0 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.