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CLA (CliftonLarsonAllen) Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History

CLA (CliftonLarsonAllen) 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 		$2.75M Buy
58,119
+45,281
+353% +$2.11M 0.22% 64
2019
Q3 		$645K Buy
+12,838
New +$662K 0.06% 118

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 $5.7B AUM 32.06% 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

CLA (CliftonLarsonAllen) Wealth Advisors's MLPA Position: Q4 2019 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Global X MLP ETF (MLPA) stake by 353% in Q4 2019, buying an estimated $2.11M and bringing the position to 58,119 shares worth $2.75M. The position accounts for 0.22% of the portfolio, ranked #64.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MLPA in Q3 2019 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold MLPA as of Q4 2019.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 58,119 shares of Global X MLP ETF worth $2.75M as of Q4 2019.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 45,281 Global X MLP ETF shares in Q4 2019, an estimated $2.11M.
  • Global X MLP ETF made up 0.22% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q4 2019, its #64 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Global X MLP ETF in Q3 2019 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2019.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.