Fort Point Capital Partners’s Global X MLP ETF MLPA Stock Holding History

Fort Point Capital Partners’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
2022 Q3	–	Sell	-9,000	Closed	-$332K	–	273
2022 Q2	$332K	Buy	9,000 +2,000	+29%	+$81.1K	0.05%	208
2022 Q1	$282K	Buy	+7,000	New	+$273K	0.04%	238

Other funds holding MLPA

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MGAM

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

Fort Point Capital Partners's MLPA Position: Q3 2022 in Review

Fort Point Capital Partners sold out of Global X MLP ETF (MLPA) in Q3 2022, closing a stake of 9,000 shares — an estimated $332K sold.

Fort Point Capital Partners first reported a position in MLPA in Q1 2022 and held it in 2 quarters. The position peaked at $332K in Q2 2022. 169 funds tracked by Wall St. Rank hold MLPA as of Q3 2022.

Fort Point Capital Partners reported no remaining Global X MLP ETF position as of Q3 2022 after selling out during the quarter.
Fort Point Capital Partners sold 9,000 Global X MLP ETF shares in Q3 2022, an estimated $332K.
Fort Point Capital Partners first reported a position in Global X MLP ETF in Q1 2022 and held it in 2 quarters.
Fort Point Capital Partners's Global X MLP ETF position peaked at $332K in Q2 2022.
169 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2022.

Based on Fort Point Capital Partners's 13F filing for Q3 2022, filed 9 Nov 2022.