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Beacon Pointe Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q4 		$788K Hold
16,667
– – 0.15% 120
2019
Q3 		$838K Buy
16,667
+12,500
+300% +$644K 0.18% 111
2019
Q2 		$221K Buy
+4,167
New +$220K 0.05% 244

Other funds holding MLPA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Beacon Pointe Wealth Advisors's MLPA Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors held its Global X MLP ETF (MLPA) position steady in Q4 2019 at 16,667 shares worth $788K. The position accounts for 0.15% of the portfolio, ranked #120.

Beacon Pointe Wealth Advisors first reported a position in MLPA in Q2 2019 and has held it in 3 quarters since. The position peaked at $838K in Q3 2019. 176 funds tracked by Wall St. Rank hold MLPA as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 16,667 shares of Global X MLP ETF worth $788K as of Q4 2019.
  • Beacon Pointe Wealth Advisors left its Global X MLP ETF share count unchanged in Q4 2019.
  • Global X MLP ETF made up 0.15% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #120 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Global X MLP ETF in Q2 2019 and has held it in 3 quarters since.
  • Beacon Pointe Wealth Advisors's Global X MLP ETF position peaked at $838K in Q3 2019.
  • 176 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.