HCM
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Hollencrest Capital Management’s Global X MLP ETF MLPA Stock Holding History

Hollencrest Capital 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
2023
Q4 		– Sell
-215
Closed -$9.59K – 1085
2023
Q3 		$9.59K Hold
215
– – ﹤0.01% 734
2023
Q2 		$9.23K Hold
215
– – ﹤0.01% 768
2023
Q1 		$8.94K Hold
215
– – ﹤0.01% 762
2022
Q4 		$8.88K Buy
+215
New +$9.01K ﹤0.01% 740

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Hollencrest Capital Management's MLPA Position: Q4 2023 in Review

Hollencrest Capital Management sold out of Global X MLP ETF (MLPA) in Q4 2023, closing a stake of 215 shares — an estimated $9.59K sold.

Hollencrest Capital Management first reported a position in MLPA in Q4 2022 and held it in 4 quarters. The position peaked at $9.59K in Q3 2023. 208 funds tracked by Wall St. Rank hold MLPA as of Q4 2023.

  • Hollencrest Capital Management reported no remaining Global X MLP ETF position as of Q4 2023 after selling out during the quarter.
  • Hollencrest Capital Management sold 215 Global X MLP ETF shares in Q4 2023, an estimated $9.59K.
  • Hollencrest Capital Management first reported a position in Global X MLP ETF in Q4 2022 and held it in 4 quarters.
  • Hollencrest Capital Management's Global X MLP ETF position peaked at $9.59K in Q3 2023.
  • 208 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2023.

Based on Hollencrest Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.