Benjamin F. Edwards & Company’s Global X MLP ETF MLPA Stock Holding History

Benjamin F. Edwards & Company’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	-20	Closed	–	–	1749
2020 Q1	$0	Sell	20 -162	-89%	-$6.05K	﹤0.01%	1815
2019 Q4	$9K	Buy	182 +1	+0.6%	+$47	﹤0.01%	1460
2019 Q3	$9K	Sell	181 -152	-46%	-$7.83K	﹤0.01%	1439
2019 Q2	$18K	Sell	333 -37	-10%	-$1.95K	﹤0.01%	1235
2019 Q1	$20K	Buy	370 +67	+22%	+$3.48K	﹤0.01%	1136
2018 Q4	$14K	Buy	303 +62	+26%	+$3.27K	﹤0.01%	1187
2018 Q3	$14K	Hold	241	–	–	﹤0.01%	1188
2018 Q2	$13K	Hold	241	–	–	﹤0.01%	1205
2018 Q1	$12K	Hold	241	–	–	﹤0.01%	1220
2017 Q4	$14K	Sell	241 -37	-13%	-$2.16K	﹤0.01%	1117
2017 Q3	$17K	Buy	278 +227	+445%	+$14.2K	﹤0.01%	1029
2017 Q2	$3K	Hold	51	–	–	﹤0.01%	1317
2017 Q1	$4K	Hold	51	–	–	﹤0.01%	1199
2016 Q4	$4K	Hold	51	–	–	﹤0.01%	1097
2016 Q3	$4K	Hold	51	–	–	﹤0.01%	989
2016 Q2	$4K	Buy	+51	New	+$3.33K	﹤0.01%	936
2015 Q3	–	Sell	-18	Closed	-$2K	–	1170
2015 Q2	$2K	Buy	+18	New	+$1.65K	﹤0.01%	1107

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 $4.62B AUM 25.58% 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

Benjamin F. Edwards & Company's MLPA Position: Q2 2020 in Review

Benjamin F. Edwards & Company sold out of Global X MLP ETF (MLPA) in Q2 2020, closing a stake of 20 shares.

Benjamin F. Edwards & Company first reported a position in MLPA in Q2 2015 and held it in 17 quarters. The position peaked at $20K in Q1 2019. 107 funds tracked by Wall St. Rank hold MLPA as of Q2 2020.

Benjamin F. Edwards & Company reported no remaining Global X MLP ETF position as of Q2 2020 after selling out during the quarter.
Benjamin F. Edwards & Company sold 20 Global X MLP ETF shares in Q2 2020.
Benjamin F. Edwards & Company first reported a position in Global X MLP ETF in Q2 2015 and held it in 17 quarters.
Benjamin F. Edwards & Company's Global X MLP ETF position peaked at $20K in Q1 2019.
107 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2020, filed 14 Aug 2020.