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Econ Financial Services’s Global X MLP ETF MLPA Stock Holding History

Econ 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
2019
Q2 		$422K Buy
7,966
+223
+3% +$11.8K 0.58% 33
2019
Q1 		$412K Sell
7,743
-4,181
-35% -$217K 0.62% 32
2018
Q4 		$549K Buy
+11,924
New +$628K 0.84% 39

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Econ Financial Services's MLPA Position: Q2 2019 in Review

Econ Financial Services increased its Global X MLP ETF (MLPA) stake by 2.9% in Q2 2019, buying an estimated $11.8K and bringing the position to 7,966 shares worth $422K. The position accounts for 0.58% of the portfolio, ranked #33.

Econ Financial Services first reported a position in MLPA in Q4 2018 and has held it in 3 quarters since. The position peaked at $549K in Q4 2018. 140 funds tracked by Wall St. Rank hold MLPA as of Q2 2019.

  • Econ Financial Services held 7,966 shares of Global X MLP ETF worth $422K as of Q2 2019.
  • Econ Financial Services bought 223 Global X MLP ETF shares in Q2 2019, an estimated $11.8K.
  • Global X MLP ETF made up 0.58% of Econ Financial Services's portfolio in Q2 2019, its #33 holding.
  • Econ Financial Services first reported a position in Global X MLP ETF in Q4 2018 and has held it in 3 quarters since.
  • Econ Financial Services's Global X MLP ETF position peaked at $549K in Q4 2018.
  • 140 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.