Hurlow Wealth Management Group’s Global X MLP ETF MLPA Stock Holding History

Hurlow Wealth Management Group’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
2019 Q3	–	Sell	-2,239	Closed	-$122K	–	97
2019 Q2	$122K	Buy	2,239 +152	+7%	+$8.01K	0.13%	92
2019 Q1	$110K	Hold	2,087	–	–	0.12%	95
2018 Q4	$108K	Buy	+2,087	New	+$110K	0.13%	87

Other funds holding MLPA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MGAM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Hurlow Wealth Management Group's MLPA Position: Q3 2019 in Review

Hurlow Wealth Management Group sold out of Global X MLP ETF (MLPA) in Q3 2019, closing a stake of 2,239 shares — an estimated $122K sold.

Hurlow Wealth Management Group first reported a position in MLPA in Q4 2018 and held it in 3 quarters. The position peaked at $122K in Q2 2019. 151 funds tracked by Wall St. Rank hold MLPA as of Q3 2019.

Hurlow Wealth Management Group reported no remaining Global X MLP ETF position as of Q3 2019 after selling out during the quarter.
Hurlow Wealth Management Group sold 2,239 Global X MLP ETF shares in Q3 2019, an estimated $122K.
Hurlow Wealth Management Group first reported a position in Global X MLP ETF in Q4 2018 and held it in 3 quarters.
Hurlow Wealth Management Group's Global X MLP ETF position peaked at $122K in Q2 2019.
151 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2019.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2019, filed 16 Oct 2019.