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Capital Directions Investment Advisors’s Global X MLP ETF MLPA Stock Holding History

Capital Directions Investment 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 		– Sell
-436
Closed -$22K – 242
2019
Q3 		$22K Buy
+436
New +$22.5K 0.01% 182

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CSIA
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ECM
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Bank of America
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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

Capital Directions Investment Advisors's MLPA Position: Q4 2019 in Review

Capital Directions Investment Advisors sold out of Global X MLP ETF (MLPA) in Q4 2019, closing a stake of 436 shares — an estimated $22K sold.

Capital Directions Investment Advisors first reported a position in MLPA in Q3 2019 and held it in 1 quarter. The position peaked at $22K in Q3 2019. 176 funds tracked by Wall St. Rank hold MLPA as of Q4 2019.

  • Capital Directions Investment Advisors reported no remaining Global X MLP ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 436 Global X MLP ETF shares in Q4 2019, an estimated $22K.
  • Capital Directions Investment Advisors first reported a position in Global X MLP ETF in Q3 2019 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Global X MLP ETF position peaked at $22K in Q3 2019.
  • 176 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2019.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.