Global Financial Private Capital’s Global X MLP ETF MLPA Stock Holding History

Global Financial Private Capital’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 Q2	–	Sell	-69,362	Closed	-$1.31M	–	415
2020 Q1	$1.31M	Buy	69,362 +12,656	+22%	+$472K	0.08%	177
2019 Q4	$2.68M	Sell	56,706 -3,685	-6%	-$172K	0.13%	160
2019 Q3	$3.04M	Sell	60,391 -6,053	-9%	-$312K	0.15%	134
2019 Q2	$3.52M	Sell	66,444 -10,937	-14%	-$576K	0.17%	131
2019 Q1	$4.12M	Buy	77,381 +202	+0.3%	+$10.5K	0.2%	111
2018 Q4	$3.55M	Sell	77,179 -20,139	-21%	-$1.06M	0.19%	116
2018 Q3	$5.58M	Sell	97,318 -1,680	-2%	-$97.8K	0.2%	106
2018 Q2	$5.44M	Buy	98,998 +15,179	+18%	+$830K	0.18%	108
2018 Q1	$4.27M	Buy	83,819 +31,789	+61%	+$1.85M	0.15%	118
2017 Q4	$3.08M	Buy	+52,030	New	+$3.04M	0.11%	132
2017 Q2	–	Sell	-2,489	Closed	-$173K	–	233
2017 Q1	$173K	Buy	+2,489	New	+$175K	0.01%	217

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UIC

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

Global Financial Private Capital's MLPA Position: Q2 2020 in Review

Global Financial Private Capital sold out of Global X MLP ETF (MLPA) in Q2 2020, closing a stake of 69,362 shares — an estimated $1.31M sold.

Global Financial Private Capital first reported a position in MLPA in Q1 2017 and held it in 11 quarters. The position peaked at $5.58M in Q3 2018. 107 funds tracked by Wall St. Rank hold MLPA as of Q2 2020.

Global Financial Private Capital reported no remaining Global X MLP ETF position as of Q2 2020 after selling out during the quarter.
Global Financial Private Capital sold 69,362 Global X MLP ETF shares in Q2 2020, an estimated $1.31M.
Global Financial Private Capital first reported a position in Global X MLP ETF in Q1 2017 and held it in 11 quarters.
Global Financial Private Capital's Global X MLP ETF position peaked at $5.58M in Q3 2018.
107 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.