UFA
MLPI

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

US 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
2015
Q4 		– Sell
-450
Closed -$12K – 681
2015
Q3 		$12K Hold
450
– – 0.02% 248
2015
Q2 		$16K Hold
450
– – 0.02% 202
2015
Q1 		$17K Sell
450
-2,000
-82% -$77.3K 0.02% 218
2014
Q4 		$99K Buy
+2,450
New +$104K 0.09% 74

Other funds holding MLPI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

US Financial Advisors's MLPI Position: Q4 2015 in Review

US Financial Advisors sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q4 2015, closing a stake of 450 shares — an estimated $12K sold.

US Financial Advisors first reported a position in MLPI in Q4 2014 and held it in 4 quarters. The position peaked at $99K in Q4 2014. 102 funds tracked by Wall St. Rank hold MLPI as of Q4 2015.

  • US Financial Advisors reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q4 2015 after selling out during the quarter.
  • US Financial Advisors sold 450 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q4 2015, an estimated $12K.
  • US Financial Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2014 and held it in 4 quarters.
  • US Financial Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $99K in Q4 2014.
  • 102 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q4 2015.

Based on US Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.