WA
MLPN

Waverly Advisors’s Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 MLPN Stock Holding History

Waverly Advisors’s Portfolio MLPN Stock Details MLPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-230
Closed -$7K – 469
2014
Q4 		$7K Hold
230
– – ﹤0.01% 357
2014
Q3 		$8K Buy
+230
New +$8.2K ﹤0.01% 551

Other funds holding MLPN

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Waverly Advisors's MLPN Position: Q1 2015 in Review

Waverly Advisors sold out of Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 (MLPN) in Q1 2015, closing a stake of 230 shares — an estimated $7K sold.

Waverly Advisors first reported a position in MLPN in Q3 2014 and held it in 2 quarters. The position peaked at $8K in Q3 2014. 62 funds tracked by Wall St. Rank hold MLPN as of Q1 2015.

  • Waverly Advisors reported no remaining Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 230 Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 shares in Q1 2015, an estimated $7K.
  • Waverly Advisors first reported a position in Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 in Q3 2014 and held it in 2 quarters.
  • Waverly Advisors's Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 position peaked at $8K in Q3 2014.
  • 62 funds tracked by Wall St. Rank held Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.