AWM
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Aevitas Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Aevitas Wealth Management’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
Q2 		– Sell
-73
Closed -$3K – 238
2019
Q1 		$3K Buy
+73
New +$3.79K ﹤0.01% 348

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CSIA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Aevitas Wealth Management's MLPA Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Global X MLP ETF (MLPA) in Q2 2019, closing a stake of 73 shares — an estimated $3K sold.

Aevitas Wealth Management first reported a position in MLPA in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 140 funds tracked by Wall St. Rank hold MLPA as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Global X MLP ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 73 Global X MLP ETF shares in Q2 2019, an estimated $3K.
  • Aevitas Wealth Management first reported a position in Global X MLP ETF in Q1 2019 and held it in 1 quarter.
  • Aevitas Wealth Management's Global X MLP ETF position peaked at $3K in Q1 2019.
  • 140 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.