Advisor Group’s Global X MLP ETF MLPA Stock Holding History

Advisor Group’s Portfolio MLPA Stock Details MLPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.02M	Sell	21,594 -11,862	-35%	-$553K	0.01%	1178
2019 Q3	$1.68M	Buy	33,456 +6,459	+24%	+$333K	0.01%	835
2019 Q2	$1.43M	Buy	26,997 +6,891	+34%	+$363K	0.01%	921
2019 Q1	$1.07M	Buy	20,106 +764	+4%	+$39.7K	0.01%	1041
2018 Q4	$889K	Buy	19,342 +16,274	+530%	+$858K	0.01%	1004
2018 Q3	$176K	Buy	3,068 +1,227	+67%	+$71.4K	﹤0.01%	2273
2018 Q2	$101K	Sell	1,841 -3,068	-62%	-$168K	﹤0.01%	2518
2018 Q1	$250K	Buy	4,909 +926	+23%	+$54K	﹤0.01%	1806
2017 Q4	$235K	Buy	3,983 +3,940	+9,163%	+$230K	﹤0.01%	1865
2017 Q3	$3K	Sell	43 -166	-79%	-$10.4K	﹤0.01%	4430
2017 Q2	$14K	Sell	209 -45	-18%	-$3K	﹤0.01%	3732
2017 Q1	$18K	Buy	254 +58	+30%	+$4.08K	﹤0.01%	3437
2016 Q4	$14K	Buy	196 +29	+17%	+$1.96K	﹤0.01%	3450
2016 Q3	$12K	Sell	167 -39	-19%	-$2.69K	﹤0.01%	3451
2016 Q2	$14K	Buy	+206	New	+$13.4K	﹤0.01%	3296

Other funds holding MLPA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Advisor Group's MLPA Position: Q4 2019 in Review

Advisor Group reduced its Global X MLP ETF (MLPA) stake by 35% in Q4 2019, selling an estimated $553K and leaving 21,594 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1178.

Advisor Group first reported a position in MLPA in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.68M in Q3 2019. 176 funds tracked by Wall St. Rank hold MLPA as of Q4 2019.

Advisor Group held 21,594 shares of Global X MLP ETF worth $1.02M as of Q4 2019.
Advisor Group sold 11,862 Global X MLP ETF shares in Q4 2019, an estimated $553K.
Global X MLP ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1178 holding.
Advisor Group first reported a position in Global X MLP ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Global X MLP ETF position peaked at $1.68M in Q3 2019.
176 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.