JBJ Investment Partners’s Global X MLP ETF MLPA Stock Holding History

JBJ Investment 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
2020 Q3	–	Sell	-272,707	Closed	-$7.42M	–	51
2020 Q2	$7.42M	Sell	272,707 -2,515	-0.9%	-$67.9K	2.13%	13
2020 Q1	$5.2M	Buy	275,222 +51,360	+23%	+$1.92M	1.87%	14
2019 Q4	$10.6M	Buy	223,862 +33,322	+17%	+$1.55M	3.25%	8
2019 Q3	$9.58M	Buy	190,540 +16,910	+10%	+$871K	3.22%	9
2019 Q2	$9.19M	Buy	173,630 +11,196	+7%	+$590K	3.32%	9
2019 Q1	$8.64M	Buy	+162,434	New	+$8.44M	3.29%	10

Other funds holding MLPA

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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

MGAM

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

UIC

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

JBJ Investment Partners's MLPA Position: Q3 2020 in Review

JBJ Investment Partners sold out of Global X MLP ETF (MLPA) in Q3 2020, closing a stake of 272,707 shares — an estimated $7.42M sold.

JBJ Investment Partners first reported a position in MLPA in Q1 2019 and held it in 6 quarters. The position peaked at $10.6M in Q4 2019. 102 funds tracked by Wall St. Rank hold MLPA as of Q3 2020.

JBJ Investment Partners reported no remaining Global X MLP ETF position as of Q3 2020 after selling out during the quarter.
JBJ Investment Partners sold 272,707 Global X MLP ETF shares in Q3 2020, an estimated $7.42M.
JBJ Investment Partners first reported a position in Global X MLP ETF in Q1 2019 and held it in 6 quarters.
JBJ Investment Partners's Global X MLP ETF position peaked at $10.6M in Q4 2019.
102 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2020.

Based on JBJ Investment Partners's 13F filing for Q3 2020, filed 23 Oct 2020.