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Coulter & Justus Financial Services’s Global X MLP ETF MLPA Stock Holding History

Coulter & Justus Financial Services’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
Q3 		– Sell
-20,673
Closed -$762K – 49
2022
Q2 		$762K Buy
+20,673
New +$838K 0.61% 23
2022
Q1 		– Sell
-7,343
Closed -$257K – 39
2021
Q4 		$257K Buy
+7,343
New +$263K 0.2% 42

Other funds holding MLPA

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Coulter & Justus Financial Services's MLPA Position: Q3 2022 in Review

Coulter & Justus Financial Services sold out of Global X MLP ETF (MLPA) in Q3 2022, closing a stake of 20,673 shares — an estimated $762K sold.

Coulter & Justus Financial Services first reported a position in MLPA in Q4 2021 and held it in 2 quarters. The position peaked at $762K in Q2 2022. 169 funds tracked by Wall St. Rank hold MLPA as of Q3 2022.

  • Coulter & Justus Financial Services reported no remaining Global X MLP ETF position as of Q3 2022 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 20,673 Global X MLP ETF shares in Q3 2022, an estimated $762K.
  • Coulter & Justus Financial Services first reported a position in Global X MLP ETF in Q4 2021 and held it in 2 quarters.
  • Coulter & Justus Financial Services's Global X MLP ETF position peaked at $762K in Q2 2022.
  • 169 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2022.

Based on Coulter & Justus Financial Services's 13F filing for Q3 2022, filed 1 Nov 2022.