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

Avior 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
2015 Q4	–	Sell	-50	Closed	-$3K	–	466
2015 Q3	$3K	Buy	+50	New	+$3.85K	﹤0.01%	357

Other funds holding MLPA

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

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

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

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

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

RDM

Retirement Design & Management Westport, Connecticut $160M AUM 4.3% 1-Year Est. Return

MCM

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Avior Wealth Management's MLPA Position: Q4 2015 in Review

Avior Wealth Management sold out of Global X MLP ETF (MLPA) in Q4 2015, closing a stake of 50 shares — an estimated $3K sold.

Avior Wealth Management first reported a position in MLPA in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 51 funds tracked by Wall St. Rank hold MLPA as of Q4 2015.

Avior Wealth Management reported no remaining Global X MLP ETF position as of Q4 2015 after selling out during the quarter.
Avior Wealth Management sold 50 Global X MLP ETF shares in Q4 2015, an estimated $3K.
Avior Wealth Management first reported a position in Global X MLP ETF in Q3 2015 and held it in 1 quarter.
Avior Wealth Management's Global X MLP ETF position peaked at $3K in Q3 2015.
51 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2015.

Based on Avior Wealth Management's 13F filing for Q4 2015, filed 10 Feb 2016.