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Cornerstone Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-921
Closed -$533K – 838
2018
Q3 		$533K Buy
+921
New +$53.6K 0.01% 893

Other funds holding MLPA

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Cornerstone Wealth Management's MLPA Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Global X MLP ETF (MLPA) in Q4 2018, closing a stake of 921 shares — an estimated $533K sold.

Cornerstone Wealth Management first reported a position in MLPA in Q3 2018 and held it in 1 quarter. The position peaked at $533K in Q3 2018. 147 funds tracked by Wall St. Rank hold MLPA as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Global X MLP ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 921 Global X MLP ETF shares in Q4 2018, an estimated $533K.
  • Cornerstone Wealth Management first reported a position in Global X MLP ETF in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Global X MLP ETF position peaked at $533K in Q3 2018.
  • 147 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.