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Fiduciary Planning’s Global X MLP ETF MLPA Stock Holding History

Fiduciary Planning’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
Q1 		– Sell
-6,499
Closed -$297K – 60
2019
Q4 		$297K Buy
+6,499
New +$303K 0.27% 47

Other funds holding MLPA

UBS Group
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
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Fiduciary Planning's MLPA Position: Q1 2020 in Review

Fiduciary Planning sold out of Global X MLP ETF (MLPA) in Q1 2020, closing a stake of 6,499 shares — an estimated $297K sold.

Fiduciary Planning first reported a position in MLPA in Q4 2019 and held it in 1 quarter. The position peaked at $297K in Q4 2019. 168 funds tracked by Wall St. Rank hold MLPA as of Q1 2020.

  • Fiduciary Planning reported no remaining Global X MLP ETF position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Planning sold 6,499 Global X MLP ETF shares in Q1 2020, an estimated $297K.
  • Fiduciary Planning first reported a position in Global X MLP ETF in Q4 2019 and held it in 1 quarter.
  • Fiduciary Planning's Global X MLP ETF position peaked at $297K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2020.

Based on Fiduciary Planning's 13F filing for Q1 2020, filed 8 May 2020.