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Interchange Capital Partners’s Global X MLP ETF MLPA Stock Holding History

Interchange Capital Partners’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
2021
Q1 		– Sell
-1,306
Closed -$35K – 760
2020
Q4 		$35K Buy
+1,306
New +$33.7K 0.02% 482

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Wells Fargo
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MGAM
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ECM
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UBS Group
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BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
GI
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Interchange Capital Partners's MLPA Position: Q1 2021 in Review

Interchange Capital Partners sold out of Global X MLP ETF (MLPA) in Q1 2021, closing a stake of 1,306 shares — an estimated $35K sold.

Interchange Capital Partners first reported a position in MLPA in Q4 2020 and held it in 1 quarter. The position peaked at $35K in Q4 2020. 132 funds tracked by Wall St. Rank hold MLPA as of Q1 2021.

  • Interchange Capital Partners reported no remaining Global X MLP ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 1,306 Global X MLP ETF shares in Q1 2021, an estimated $35K.
  • Interchange Capital Partners first reported a position in Global X MLP ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Global X MLP ETF position peaked at $35K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.