WFG Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History

WFG Advisors’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
2017 Q2	$11K	Hold	400	–	–	﹤0.01%	1119
2017 Q1	$12K	Buy	400 +200	+100%	+$5.85K	﹤0.01%	1029
2016 Q4	$6K	Hold	200	–	–	﹤0.01%	1242
2016 Q3	$6K	Hold	200	–	–	﹤0.01%	1252
2016 Q2	$6K	Hold	200	–	–	﹤0.01%	1223
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	1211
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	1247
2015 Q3	$5K	Hold	200	–	–	﹤0.01%	1280
2015 Q2	$7K	Hold	200	–	–	﹤0.01%	1290
2015 Q1	$8K	Sell	200 -402	-67%	-$15.5K	﹤0.01%	1272
2014 Q4	$24K	Sell	602 -93	-13%	-$3.94K	﹤0.01%	1163
2014 Q3	$32K	Buy	695 +96	+16%	+$4.27K	0.01%	1094
2014 Q2	$27K	Buy	599 +4	+0.7%	+$167	0.01%	1148
2014 Q1	$24K	Buy	595 +80	+16%	+$3.13K	﹤0.01%	1196
2013 Q4	$20K	Buy	515 +4	+0.8%	+$155	﹤0.01%	1353
2013 Q3	$20K	Buy	511 +4	+0.8%	+$155	﹤0.01%	1292
2013 Q2	$20K	Buy	+507	New	+$19.4K	﹤0.01%	1218

Other funds holding MLPI

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

WFG Advisors's MLPI Position: Q2 2017 in Review

WFG Advisors held its UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) position steady in Q2 2017 at 400 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

WFG Advisors first reported a position in MLPI in Q2 2013 and has held it in 17 quarters since. The position peaked at $32K in Q3 2014. 130 funds tracked by Wall St. Rank hold MLPI as of Q2 2017.

WFG Advisors held 400 shares of UBS E-TRACS Alerian MLP Infrastructure ETN worth $11K as of Q2 2017.
WFG Advisors left its UBS E-TRACS Alerian MLP Infrastructure ETN share count unchanged in Q2 2017.
UBS E-TRACS Alerian MLP Infrastructure ETN made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1119 holding.
WFG Advisors first reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's UBS E-TRACS Alerian MLP Infrastructure ETN position peaked at $32K in Q3 2014.
130 funds tracked by Wall St. Rank held UBS E-TRACS Alerian MLP Infrastructure ETN as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.