ACS
MLPA icon

Archford Capital Strategies’s Global X MLP ETF MLPA Stock Holding History

Archford Capital Strategies’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
2020
Q1 		– Sell
-10,302
Closed -$487K – 227
2019
Q4 		$487K Buy
10,302
+1,242
+14% +$57.9K 0.17% 163
2019
Q3 		$456K Buy
9,060
+508
+6% +$26.2K 0.17% 159
2019
Q2 		$453K Buy
+8,552
New +$451K 0.16% 161

Other funds holding MLPA

UBS Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Archford Capital Strategies's MLPA Position: Q1 2020 in Review

Archford Capital Strategies sold out of Global X MLP ETF (MLPA) in Q1 2020, closing a stake of 10,302 shares — an estimated $487K sold.

Archford Capital Strategies first reported a position in MLPA in Q2 2019 and held it in 3 quarters. The position peaked at $487K in Q4 2019. 168 funds tracked by Wall St. Rank hold MLPA as of Q1 2020.

  • Archford Capital Strategies reported no remaining Global X MLP ETF position as of Q1 2020 after selling out during the quarter.
  • Archford Capital Strategies sold 10,302 Global X MLP ETF shares in Q1 2020, an estimated $487K.
  • Archford Capital Strategies first reported a position in Global X MLP ETF in Q2 2019 and held it in 3 quarters.
  • Archford Capital Strategies's Global X MLP ETF position peaked at $487K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2020.

Based on Archford Capital Strategies's 13F filing for Q1 2020, filed 29 Apr 2020.