DWM
MLPA icon

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

Destination 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
2019
Q1 		– Sell
-182
Closed -$8K – 706
2018
Q4 		$8K Buy
182
+103
+130% +$5.43K ﹤0.01% 423
2018
Q3 		$5K Buy
+79
New +$4.6K ﹤0.01% 517

Other funds holding MLPA

Wells Fargo
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
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Destination Wealth Management's MLPA Position: Q1 2019 in Review

Destination Wealth Management sold out of Global X MLP ETF (MLPA) in Q1 2019, closing a stake of 182 shares — an estimated $8K sold.

Destination Wealth Management first reported a position in MLPA in Q3 2018 and held it in 2 quarters. The position peaked at $8K in Q4 2018. 142 funds tracked by Wall St. Rank hold MLPA as of Q1 2019.

  • Destination Wealth Management reported no remaining Global X MLP ETF position as of Q1 2019 after selling out during the quarter.
  • Destination Wealth Management sold 182 Global X MLP ETF shares in Q1 2019, an estimated $8K.
  • Destination Wealth Management first reported a position in Global X MLP ETF in Q3 2018 and held it in 2 quarters.
  • Destination Wealth Management's Global X MLP ETF position peaked at $8K in Q4 2018.
  • 142 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2019.

Based on Destination Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.