Advocacy Wealth Management Services’s Global X MLP ETF MLPA Stock Holding History

Advocacy Wealth Management Services’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	–	Sell	-28,387	Closed	-$1.43M	–	151
2019 Q3	$1.43M	Sell	28,387 -2,426	-8%	-$125K	0.95%	19
2019 Q2	$1.63M	Sell	30,813 -6,492	-17%	-$342K	1.18%	18
2019 Q1	$2.01M	Sell	37,305 -32,767	-47%	-$1.7M	2.19%	10
2018 Q4	$3.23M	Sell	70,072 -9,472	-12%	-$499K	2.43%	7
2018 Q3	$4.56M	Buy	79,544 +1,704	+2%	+$99.2K	2.8%	7
2018 Q2	$4.28M	Buy	77,840 +190	+0.2%	+$10.4K	2.81%	7
2018 Q1	$3.96M	Buy	77,650 +691	+0.9%	+$40.3K	2.72%	7
2017 Q4	$4.55M	Buy	+76,959	New	+$4.49M	3.14%	7
2017 Q1	–	Sell	-14	Closed	-$1K	–	331
2016 Q4	$1K	Buy	+14	New	+$945	﹤0.01%	299

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

Advocacy Wealth Management Services's MLPA Position: Q4 2019 in Review

Advocacy Wealth Management Services sold out of Global X MLP ETF (MLPA) in Q4 2019, closing a stake of 28,387 shares — an estimated $1.43M sold.

Advocacy Wealth Management Services first reported a position in MLPA in Q4 2016 and held it in 9 quarters. The position peaked at $4.56M in Q3 2018. 176 funds tracked by Wall St. Rank hold MLPA as of Q4 2019.

Advocacy Wealth Management Services reported no remaining Global X MLP ETF position as of Q4 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 28,387 Global X MLP ETF shares in Q4 2019, an estimated $1.43M.
Advocacy Wealth Management Services first reported a position in Global X MLP ETF in Q4 2016 and held it in 9 quarters.
Advocacy Wealth Management Services's Global X MLP ETF position peaked at $4.56M in Q3 2018.
176 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2019, filed 6 Jan 2020.