First Allied Advisory Services’s Global X MLP ETF MLPA Stock Holding History

First Allied Advisory 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
2020 Q3	$998K	Buy	45,459 +719	+2%	+$18.3K	0.03%	478
2020 Q2	$1.22M	Sell	44,740 -111	-0.2%	-$3K	0.05%	400
2020 Q1	$848K	Sell	44,851 -76,058	-63%	-$2.84M	0.04%	431
2019 Q4	$5.71M	Buy	120,909 +5,766	+5%	+$269K	0.19%	130
2019 Q3	$5.78M	Sell	115,143 -49,059	-30%	-$2.53M	0.21%	116
2019 Q2	$8.69M	Sell	164,202 -10,306	-6%	-$543K	0.3%	74
2019 Q1	$9.29M	Sell	174,508 -117,932	-40%	-$6.13M	0.32%	61
2018 Q4	$13.4M	Buy	292,440 +272,073	+1,336%	+$14.3M	0.53%	31
2018 Q3	$1.17M	Buy	20,367 +4,853	+31%	+$282K	0.04%	429
2018 Q2	$851K	Buy	15,514 +4,902	+46%	+$268K	0.03%	502
2018 Q1	$543K	Buy	10,612 +3,331	+46%	+$194K	0.02%	635
2017 Q4	$430K	Buy	7,281 +367	+5%	+$21.4K	0.02%	715
2017 Q3	$427K	Sell	6,914 -1,859	-21%	-$117K	0.02%	671
2017 Q2	$573K	Buy	+8,773	New	+$586K	0.03%	577

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

UIC

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

First Allied Advisory Services's MLPA Position: Q3 2020 in Review

First Allied Advisory Services increased its Global X MLP ETF (MLPA) stake by 1.6% in Q3 2020, buying an estimated $18.3K and bringing the position to 45,459 shares worth $998K. The position accounts for 0.03% of the portfolio, ranked #478.

First Allied Advisory Services first reported a position in MLPA in Q2 2017 and has held it in 14 quarters since. The position peaked at $13.4M in Q4 2018. 102 funds tracked by Wall St. Rank hold MLPA as of Q3 2020.

First Allied Advisory Services held 45,459 shares of Global X MLP ETF worth $998K as of Q3 2020.
First Allied Advisory Services bought 719 Global X MLP ETF shares in Q3 2020, an estimated $18.3K.
Global X MLP ETF made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #478 holding.
First Allied Advisory Services first reported a position in Global X MLP ETF in Q2 2017 and has held it in 14 quarters since.
First Allied Advisory Services's Global X MLP ETF position peaked at $13.4M in Q4 2018.
102 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.