Atria Investments’s Global X MLP ETF MLPA Stock Holding History

Atria Investments’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 Q1	–	Sell	-41,851	Closed	-$2.48M	–	900
2017 Q4	$2.48M	Buy	41,851 +2,313	+6%	+$135K	0.12%	187
2017 Q3	$2.44M	Buy	39,538 +7,572	+24%	+$475K	0.13%	172
2017 Q2	$2.09M	Buy	31,966 +28,721	+885%	+$1.92M	0.13%	177
2017 Q1	$226K	Buy	+3,245	New	+$228K	0.01%	615
2014 Q4	–	Sell	-4,124	Closed	-$429K	–	449
2014 Q3	$429K	Sell	4,124 -564	-12%	-$58.3K	0.04%	296
2014 Q2	$487K	Sell	4,688 -1,326	-22%	-$133K	0.05%	274
2014 Q1	$582K	Buy	6,014 +938	+18%	+$90K	0.06%	263
2013 Q4	$493K	Buy	5,076 +1,260	+33%	+$121K	0.05%	291
2013 Q3	$366K	Buy	3,816 +126	+3%	+$12.1K	0.04%	331
2013 Q2	$361K	Buy	+3,690	New	+$355K	0.04%	252

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Atria Investments's MLPA Position: Q1 2018 in Review

Atria Investments sold out of Global X MLP ETF (MLPA) in Q1 2018, closing a stake of 41,851 shares — an estimated $2.48M sold.

Atria Investments first reported a position in MLPA in Q2 2013 and held it in 10 quarters. The position peaked at $2.48M in Q4 2017. 118 funds tracked by Wall St. Rank hold MLPA as of Q1 2018.

Atria Investments reported no remaining Global X MLP ETF position as of Q1 2018 after selling out during the quarter.
Atria Investments sold 41,851 Global X MLP ETF shares in Q1 2018, an estimated $2.48M.
Atria Investments first reported a position in Global X MLP ETF in Q2 2013 and held it in 10 quarters.
Atria Investments's Global X MLP ETF position peaked at $2.48M in Q4 2017.
118 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2018.

Based on Atria Investments's 13F filing for Q1 2018, filed 30 Apr 2018.