Dearborn Partners’s Global X MLP ETF MLPA Stock Holding History

Dearborn Partners’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
2020 Q2	–	Sell	-20,526	Closed	-$388K	–	225
2020 Q1	$388K	Buy	20,526 +17,167	+511%	+$641K	0.02%	147
2019 Q4	$159K	Hold	3,359	–	–	0.01%	246
2019 Q3	$169K	Sell	3,359 -1,281	-28%	-$66K	0.01%	237
2019 Q2	$246K	Buy	4,640 +31	+0.7%	+$1.63K	0.02%	189
2019 Q1	$245K	Hold	4,609	–	–	0.02%	180
2018 Q4	$212K	Sell	4,609 -960	-17%	-$50.6K	0.02%	196
2018 Q3	$319K	Hold	5,569	–	–	0.02%	149
2018 Q2	$306K	Sell	5,569 -2,690	-33%	-$147K	0.02%	135
2018 Q1	$421K	Buy	8,259 +298	+4%	+$17.4K	0.03%	119
2017 Q4	$471K	Buy	+7,961	New	+$465K	0.03%	116

Other funds holding MLPA

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Dearborn Partners's MLPA Position: Q2 2020 in Review

Dearborn Partners sold out of Global X MLP ETF (MLPA) in Q2 2020, closing a stake of 20,526 shares — an estimated $388K sold.

Dearborn Partners first reported a position in MLPA in Q4 2017 and held it in 10 quarters. The position peaked at $471K in Q4 2017. 107 funds tracked by Wall St. Rank hold MLPA as of Q2 2020.

Dearborn Partners reported no remaining Global X MLP ETF position as of Q2 2020 after selling out during the quarter.
Dearborn Partners sold 20,526 Global X MLP ETF shares in Q2 2020, an estimated $388K.
Dearborn Partners first reported a position in Global X MLP ETF in Q4 2017 and held it in 10 quarters.
Dearborn Partners's Global X MLP ETF position peaked at $471K in Q4 2017.
107 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2020.

Based on Dearborn Partners's 13F filing for Q2 2020, filed 30 Jul 2020.