WAM
MLPI

Wealthspire Advisors (Maryland)’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$117K Hold
12,478
– – ﹤0.01% 465
2020
Q2 		$143K Hold
12,478
– – 0.01% 430
2020
Q1 		$102K Hold
12,478
– – 0.01% 412
2019
Q4 		$242K Buy
+12,478
New +$237K 0.02% 429

Other funds holding MLPI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MLPI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) held its UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) position steady in Q3 2020 at 12,478 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Wealthspire Advisors (Maryland) first reported a position in MLPI in Q4 2019 and has held it in 4 quarters since. The position peaked at $242K in Q4 2019. 45 funds tracked by Wall St. Rank hold MLPI as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 12,478 shares of UBS E-TRACS Alerian MLP Infrastructure ETN worth $117K as of Q3 2020.
  • Wealthspire Advisors (Maryland) left its UBS E-TRACS Alerian MLP Infrastructure ETN share count unchanged in Q3 2020.
  • UBS E-TRACS Alerian MLP Infrastructure ETN made up ﹤0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #465 holding.
  • Wealthspire Advisors (Maryland) first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q4 2019 and has held it in 4 quarters since.
  • Wealthspire Advisors (Maryland)'s UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $242K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.