WA
MLPL

WFG Advisors’s UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN MLPL Stock Holding History

WFG Advisors’s Portfolio MLPL Stock Details MLPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-73
Closed -$5K – 2320
2014
Q3 		$5K Sell
73
-292
-80% -$20.4K ﹤0.01% 1693
2014
Q2 		$26K Sell
365
-196
-35% -$12.2K ﹤0.01% 1174
2014
Q1 		$32K Sell
561
-5,998
-91% -$327K 0.01% 1080
2013
Q4 		$370K Buy
+6,559
New +$350K 0.05% 373

Other funds holding MLPL

EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
TM
Thiel Macro Los Angeles, California $74.4M AUM 91.31% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WFG Advisors's MLPL Position: Q4 2014 in Review

WFG Advisors sold out of UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN (MLPL) in Q4 2014, closing a stake of 73 shares — an estimated $5K sold.

WFG Advisors first reported a position in MLPL in Q4 2013 and held it in 4 quarters. The position peaked at $370K in Q4 2013. 21 funds tracked by Wall St. Rank hold MLPL as of Q4 2014.

  • WFG Advisors reported no remaining UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 73 UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN shares in Q4 2014, an estimated $5K.
  • WFG Advisors first reported a position in UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN in Q4 2013 and held it in 4 quarters.
  • WFG Advisors's UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN position peaked at $370K in Q4 2013.
  • 21 funds tracked by Wall St. Rank held UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.