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

Global Financial Private Client’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	–	Sell	-273	Closed	-$7.35K	–	498
2020 Q2	$7.35K	Sell	273 -263	-49%	-$7.1K	0.01%	364
2020 Q1	$9.88K	Sell	536 -376	-41%	-$14K	0.01%	353
2019 Q4	$43.1K	Buy	+912	New	+$42.5K	0.04%	257

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

Global Financial Private Client's MLPA Position: Q3 2020 in Review

Global Financial Private Client sold out of Global X MLP ETF (MLPA) in Q3 2020, closing a stake of 273 shares — an estimated $7.35K sold.

Global Financial Private Client first reported a position in MLPA in Q4 2019 and held it in 3 quarters. The position peaked at $43.1K in Q4 2019. 102 funds tracked by Wall St. Rank hold MLPA as of Q3 2020.

Global Financial Private Client reported no remaining Global X MLP ETF position as of Q3 2020 after selling out during the quarter.
Global Financial Private Client sold 273 Global X MLP ETF shares in Q3 2020, an estimated $7.35K.
Global Financial Private Client first reported a position in Global X MLP ETF in Q4 2019 and held it in 3 quarters.
Global Financial Private Client's Global X MLP ETF position peaked at $43.1K in Q4 2019.
102 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2020.

Based on Global Financial Private Client's 13F filing for Q3 2020, filed 16 May 2024.