WP
MLPI

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

WealthPLAN 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
2016
Q3 		– Sell
-1,331
Closed -$15.7K – 1096
2016
Q2 		$15.7K Buy
+1,331
New +$35K ﹤0.01% 1533

Other funds holding MLPI

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's MLPI Position: Q3 2016 in Review

WealthPLAN Partners sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q3 2016, closing a stake of 1,331 shares — an estimated $15.7K sold.

WealthPLAN Partners first reported a position in MLPI in Q2 2016 and held it in 1 quarter. The position peaked at $15.7K in Q2 2016. 119 funds tracked by Wall St. Rank hold MLPI as of Q3 2016.

  • WealthPLAN Partners reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 1,331 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q3 2016, an estimated $15.7K.
  • WealthPLAN Partners first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $15.7K in Q2 2016.
  • 119 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.