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

Bay Harbor 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
2020 Q2	–	Sell	-72	Closed	-$1K	–	392
2020 Q1	$1K	Buy	+72	New	+$2.69K	﹤0.01%	309
2019 Q2	–	Sell	-1,279	Closed	-$68K	–	389
2019 Q1	$68K	Buy	1,279 +620	+94%	+$32.2K	0.05%	139
2018 Q4	$30K	Buy	+659	New	+$34.7K	0.02%	194

Other funds holding MLPA

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Bay Harbor Wealth Management's MLPA Position: Q2 2020 in Review

Bay Harbor Wealth Management sold out of Global X MLP ETF (MLPA) in Q2 2020, closing a stake of 72 shares — an estimated $1K sold.

Bay Harbor Wealth Management first reported a position in MLPA in Q4 2018 and held it in 3 quarters. The position peaked at $68K in Q1 2019. 107 funds tracked by Wall St. Rank hold MLPA as of Q2 2020.

Bay Harbor Wealth Management reported no remaining Global X MLP ETF position as of Q2 2020 after selling out during the quarter.
Bay Harbor Wealth Management sold 72 Global X MLP ETF shares in Q2 2020, an estimated $1K.
Bay Harbor Wealth Management first reported a position in Global X MLP ETF in Q4 2018 and held it in 3 quarters.
Bay Harbor Wealth Management's Global X MLP ETF position peaked at $68K in Q1 2019.
107 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.