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Comprehensive Financial Consultants Institutional’s Global X MLP ETF MLPA Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q1 		– Sell
-43
Closed -$1K – 352
2021
Q4 		$1K Buy
+43
New +$1.54K ﹤0.01% 459

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFS
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
MGAM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's MLPA Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Global X MLP ETF (MLPA) in Q1 2022, closing a stake of 43 shares — an estimated $1K sold.

Comprehensive Financial Consultants Institutional first reported a position in MLPA in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 159 funds tracked by Wall St. Rank hold MLPA as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Global X MLP ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 43 Global X MLP ETF shares in Q1 2022, an estimated $1K.
  • Comprehensive Financial Consultants Institutional first reported a position in Global X MLP ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Global X MLP ETF position peaked at $1K in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.