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Gerber Kawasaki Wealth & Investment Management’s Global X MLP ETF MLPA Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-480
Closed -$16K – 767
2021
Q3 		$16K Buy
+480
New +$16.9K ﹤0.01% 557

Other funds holding MLPA

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MLPA Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Global X MLP ETF (MLPA) in Q4 2021, closing a stake of 480 shares — an estimated $16K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MLPA in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 137 funds tracked by Wall St. Rank hold MLPA as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Global X MLP ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 480 Global X MLP ETF shares in Q4 2021, an estimated $16K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Global X MLP ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Global X MLP ETF position peaked at $16K in Q3 2021.
  • 137 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.