Well Done LLC’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

Well Done LLC’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
2019 Q1	–	Sell	-5,493	Closed	-$109K	–	715
2018 Q4	$109K	Buy	+5,493	New	+$121K	0.03%	190
2018 Q2	–	Sell	-21,662	Closed	-$458K	–	566
2018 Q1	$458K	Hold	21,662	–	–	0.14%	72
2017 Q4	$525K	Buy	+21,662	New	+$515K	0.17%	66
2017 Q3	–	Sell	-52,404	Closed	-$1.4M	–	146
2017 Q2	$1.4M	Sell	52,404 -4,282	-8%	-$117K	0.49%	35
2017 Q1	$1.65M	Buy	56,686 +4,352	+8%	+$127K	0.59%	33
2016 Q4	$1.49M	Buy	52,334 +3,068	+6%	+$83.7K	0.56%	33
2016 Q3	$1.4M	Buy	+49,266	New	+$1.37M	0.5%	32

Other funds holding MLPI

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

Well Done LLC's MLPI Position: Q1 2019 in Review

Well Done LLC sold out of UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) in Q1 2019, closing a stake of 5,493 shares — an estimated $109K sold.

Well Done LLC first reported a position in MLPI in Q3 2016 and held it in 7 quarters. The position peaked at $1.65M in Q1 2017. 91 funds tracked by Wall St. Rank hold MLPI as of Q1 2019.

Well Done LLC reported no remaining UBS E-TRACS Alerian MLP Infrastructure ETN position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 5,493 UBS E-TRACS Alerian MLP Infrastructure ETN shares in Q1 2019, an estimated $109K.
Well Done LLC first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q3 2016 and held it in 7 quarters.
Well Done LLC's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $1.65M in Q1 2017.
91 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.