Wealthcare Advisory Partners’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-23	Closed	–	–	1516
2020 Q1	$0	Sell	23 -6,668	-100%	-$103K	﹤0.01%	1624
2019 Q4	$130K	Sell	6,691 -36,204	-84%	-$688K	0.02%	352
2019 Q3	$894K	Sell	42,895 -153	-0.4%	-$3.27K	0.13%	96
2019 Q2	$961K	Sell	43,048 -478	-1%	-$10.7K	0.15%	83
2019 Q1	$989K	Sell	43,526 -12,270	-22%	-$270K	0.17%	76
2018 Q4	$1.1M	Buy	55,796 +52,346	+1,517%	+$1.15M	0.21%	67
2018 Q3	$83K	Hold	3,450	–	–	0.02%	369
2018 Q2	$79K	Buy	3,450 +2,057	+148%	+$46.6K	0.02%	374
2018 Q1	$29K	Sell	1,393 -2,230	-62%	-$53.3K	0.01%	519
2017 Q4	$88K	Buy	+3,623	New	+$86.2K	0.02%	284

Other funds holding MLPI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wealthcare Advisory Partners's MLPI Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q2 2020, closing a stake of 23 shares.

Wealthcare Advisory Partners first reported a position in MLPI in Q4 2017 and held it in 10 quarters. The position peaked at $1.1M in Q4 2018. 50 funds tracked by Wall St. Rank hold MLPI as of Q2 2020.

Wealthcare Advisory Partners reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 23 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q2 2020.
Wealthcare Advisory Partners first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2017 and held it in 10 quarters.
Wealthcare Advisory Partners's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $1.1M in Q4 2018.
50 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.