WP
MLPN

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

WealthPLAN Partners’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
2016
Q3 		– Sell
-512
Closed -$11 – 1178
2016
Q2 		$11 Buy
+512
New +$10K ﹤0.01% 2529

Other funds holding MLPN

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CB
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPLAN Partners's MLPN Position: Q3 2016 in Review

WealthPLAN Partners sold out of Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 (MLPN) in Q3 2016, closing a stake of 512 shares — an estimated $11 sold.

WealthPLAN Partners first reported a position in MLPN in Q2 2016 and held it in 1 quarter. The position peaked at $11 in Q2 2016. 61 funds tracked by Wall St. Rank hold MLPN as of Q3 2016.

  • WealthPLAN Partners reported no remaining Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 512 Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 shares in Q3 2016, an estimated $11.
  • WealthPLAN Partners first reported a position in Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 position peaked at $11 in Q2 2016.
  • 61 funds tracked by Wall St. Rank held Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 as of Q3 2016.

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