Alliance Wealth Management Group’s Global X MLP ETF MLPA Stock Holding History

Alliance Wealth Management 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
2018 Q3	–	Sell	-3,339	Closed	-$183K	–	56
2018 Q2	$183K	Sell	3,339 -7,005	-68%	-$383K	0.11%	59
2018 Q1	$527K	Sell	10,344 -6,455	-38%	-$377K	0.25%	48
2017 Q4	$989K	Sell	16,799 -17,939	-52%	-$1.05M	0.49%	36
2017 Q3	$2.15M	Buy	34,738 +17,867	+106%	+$1.12M	0.55%	35
2017 Q2	$1.1M	Buy	16,871 +10,461	+163%	+$699K	0.62%	33
2017 Q1	$447K	Buy	+6,410	New	+$451K	0.26%	50

Other funds holding MLPA

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

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

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

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

CSIA

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Alliance Wealth Management Group's MLPA Position: Q3 2018 in Review

Alliance Wealth Management Group sold out of Global X MLP ETF (MLPA) in Q3 2018, closing a stake of 3,339 shares — an estimated $183K sold.

Alliance Wealth Management Group first reported a position in MLPA in Q1 2017 and held it in 6 quarters. The position peaked at $2.15M in Q3 2017. 130 funds tracked by Wall St. Rank hold MLPA as of Q3 2018.

Alliance Wealth Management Group reported no remaining Global X MLP ETF position as of Q3 2018 after selling out during the quarter.
Alliance Wealth Management Group sold 3,339 Global X MLP ETF shares in Q3 2018, an estimated $183K.
Alliance Wealth Management Group first reported a position in Global X MLP ETF in Q1 2017 and held it in 6 quarters.
Alliance Wealth Management Group's Global X MLP ETF position peaked at $2.15M in Q3 2017.
130 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2018.

Based on Alliance Wealth Management Group's 13F filing for Q3 2018, filed 14 Nov 2018.