Horan Capital Advisors’s Global X MLP ETF MLPA Stock Holding History

Horan Capital 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 Q1	–	Sell	-44,541	Closed	-$2.11M	–	188
2019 Q4	$2.11M	Sell	44,541 -5,179	-10%	-$242K	1.25%	35
2019 Q3	$2.5M	Sell	49,720 -134	-0.3%	-$6.91K	1.53%	23
2019 Q2	$2.64M	Sell	49,854 -4,057	-8%	-$214K	1.77%	17
2019 Q1	$2.87M	Sell	53,911 -10,436	-16%	-$542K	1.82%	16
2018 Q4	$2.96M	Buy	+64,347	New	+$3.39M	1.98%	13

Other funds holding MLPA

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

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

UIC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Horan Capital Advisors's MLPA Position: Q1 2020 in Review

Horan Capital Advisors sold out of Global X MLP ETF (MLPA) in Q1 2020, closing a stake of 44,541 shares — an estimated $2.11M sold.

Horan Capital Advisors first reported a position in MLPA in Q4 2018 and held it in 5 quarters. The position peaked at $2.96M in Q4 2018. 168 funds tracked by Wall St. Rank hold MLPA as of Q1 2020.

Horan Capital Advisors reported no remaining Global X MLP ETF position as of Q1 2020 after selling out during the quarter.
Horan Capital Advisors sold 44,541 Global X MLP ETF shares in Q1 2020, an estimated $2.11M.
Horan Capital Advisors first reported a position in Global X MLP ETF in Q4 2018 and held it in 5 quarters.
Horan Capital Advisors's Global X MLP ETF position peaked at $2.96M in Q4 2018.
168 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2020.

Based on Horan Capital Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.