Hochman Cole Investment Advisors’s Global X MLP ETF MLPA Stock Holding History

Hochman Cole Investment Advisors’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	-5,076	Closed	-$96K	–	110
2020 Q1	$96K	Sell	5,076 -12,340	-71%	-$461K	0.07%	104
2019 Q4	$823K	Buy	17,416 +8,728	+100%	+$407K	0.45%	50
2019 Q3	$437K	Sell	8,688 -3,792	-30%	-$195K	0.27%	65
2019 Q2	$660K	Sell	12,480 -4,469	-26%	-$236K	0.39%	53
2019 Q1	$902K	Buy	16,949 +631	+4%	+$32.8K	0.54%	44
2018 Q4	$751K	Buy	16,318 +1,596	+11%	+$84.1K	0.52%	46
2018 Q3	$844K	Buy	14,722 +1,545	+12%	+$89.9K	0.53%	46
2018 Q2	$724K	Buy	13,177 +1,326	+11%	+$72.5K	0.48%	49
2018 Q1	$604K	Buy	11,851 +5,825	+97%	+$340K	0.42%	49
2017 Q4	$356K	Buy	6,026 +2,201	+58%	+$129K	0.22%	66
2017 Q3	$236K	Buy	+3,825	New	+$240K	0.15%	85

Other funds holding MLPA

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Hochman Cole Investment Advisors's MLPA Position: Q2 2020 in Review

Hochman Cole Investment Advisors sold out of Global X MLP ETF (MLPA) in Q2 2020, closing a stake of 5,076 shares — an estimated $96K sold.

Hochman Cole Investment Advisors first reported a position in MLPA in Q3 2017 and held it in 11 quarters. The position peaked at $902K in Q1 2019. 107 funds tracked by Wall St. Rank hold MLPA as of Q2 2020.

Hochman Cole Investment Advisors reported no remaining Global X MLP ETF position as of Q2 2020 after selling out during the quarter.
Hochman Cole Investment Advisors sold 5,076 Global X MLP ETF shares in Q2 2020, an estimated $96K.
Hochman Cole Investment Advisors first reported a position in Global X MLP ETF in Q3 2017 and held it in 11 quarters.
Hochman Cole Investment Advisors's Global X MLP ETF position peaked at $902K in Q1 2019.
107 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q2 2020, filed 29 Jul 2020.