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Avantax Planning Partners’s Global X MLP ETF MLPA Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-116
Closed -$9K – 844
2018
Q3 		$9K Buy
+116
New +$6.75K ﹤0.01% 913

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Bank of America
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CSIA
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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
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Avantax Planning Partners's MLPA Position: Q4 2018 in Review

Avantax Planning Partners sold out of Global X MLP ETF (MLPA) in Q4 2018, closing a stake of 116 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in MLPA in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 147 funds tracked by Wall St. Rank hold MLPA as of Q4 2018.

  • Avantax Planning Partners reported no remaining Global X MLP ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 116 Global X MLP ETF shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in Global X MLP ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Global X MLP ETF position peaked at $9K in Q3 2018.
  • 147 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.