DeGreen Capital Management’s Global X MLP ETF MLPA Stock Holding History

DeGreen Capital 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 Q1	–	Sell	-220,060	Closed	-$13M	–	20
2017 Q4	$13M	Buy	220,060 +12,096	+6%	+$706K	6.12%	7
2017 Q3	$12.8M	Buy	207,964 +42,385	+26%	+$2.66M	6.22%	8
2017 Q2	$10.8K	Buy	+165,579	New	+$11.1M	0.95%	8

Other funds holding MLPA

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

DeGreen Capital Management's MLPA Position: Q1 2018 in Review

DeGreen Capital Management sold out of Global X MLP ETF (MLPA) in Q1 2018, closing a stake of 220,060 shares — an estimated $13M sold.

DeGreen Capital Management first reported a position in MLPA in Q2 2017 and held it in 3 quarters. The position peaked at $13M in Q4 2017. 118 funds tracked by Wall St. Rank hold MLPA as of Q1 2018.

DeGreen Capital Management reported no remaining Global X MLP ETF position as of Q1 2018 after selling out during the quarter.
DeGreen Capital Management sold 220,060 Global X MLP ETF shares in Q1 2018, an estimated $13M.
DeGreen Capital Management first reported a position in Global X MLP ETF in Q2 2017 and held it in 3 quarters.
DeGreen Capital Management's Global X MLP ETF position peaked at $13M in Q4 2017.
118 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2018.

Based on DeGreen Capital Management's 13F filing for Q1 2018, filed 13 Apr 2018.