Wealthcare Capital Management’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Wealthcare Capital Management’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	-419	Closed	-$3K	–	270
2020 Q1	$3K	Hold	419	–	–	﹤0.01%	229
2019 Q4	$8K	Hold	419	–	–	﹤0.01%	209
2019 Q3	$9K	Hold	419	–	–	﹤0.01%	161
2019 Q2	$9K	Sell	419 -1,720	-80%	-$38.4K	﹤0.01%	156
2019 Q1	$49K	Sell	2,139 -6,000	-74%	-$132K	0.01%	99
2018 Q4	$161K	Buy	8,139 +392	+5%	+$8.63K	0.02%	58
2018 Q3	$186K	Hold	7,747	–	–	0.02%	50
2018 Q2	$178K	Hold	7,747	–	–	0.02%	52
2018 Q1	$164K	Sell	7,747 -2,373	-23%	-$56.7K	0.02%	50
2017 Q4	$245K	Buy	+10,120	New	+$241K	0.03%	40

Other funds holding MLPI

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wealthcare Capital Management's MLPI Position: Q2 2020 in Review

Wealthcare Capital Management sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q2 2020, closing a stake of 419 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in MLPI in Q4 2017 and held it in 10 quarters. The position peaked at $245K in Q4 2017. 50 funds tracked by Wall St. Rank hold MLPI as of Q2 2020.

Wealthcare Capital Management reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q2 2020 after selling out during the quarter.
Wealthcare Capital Management sold 419 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q2 2020, an estimated $3K.
Wealthcare Capital Management first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2017 and held it in 10 quarters.
Wealthcare Capital Management's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $245K in Q4 2017.
50 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2020.

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