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Foster Dykema Cabot & Partners’s Global X MLP ETF MLPA Stock Holding History

Foster Dykema Cabot & 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
2024
Q4 		– Sell
-519
Closed -$24.9K – 441
2024
Q3 		$24.9K Buy
+519
New +$24.9K ﹤0.01% 294

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Foster Dykema Cabot & Partners's MLPA Position: Q4 2024 in Review

Foster Dykema Cabot & Partners sold out of Global X MLP ETF (MLPA) in Q4 2024, closing a stake of 519 shares — an estimated $24.9K sold.

Foster Dykema Cabot & Partners first reported a position in MLPA in Q3 2024 and held it in 1 quarter. The position peaked at $24.9K in Q3 2024. 219 funds tracked by Wall St. Rank hold MLPA as of Q4 2024.

  • Foster Dykema Cabot & Partners reported no remaining Global X MLP ETF position as of Q4 2024 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 519 Global X MLP ETF shares in Q4 2024, an estimated $24.9K.
  • Foster Dykema Cabot & Partners first reported a position in Global X MLP ETF in Q3 2024 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's Global X MLP ETF position peaked at $24.9K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2024, filed 13 Feb 2025.