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KCS Wealth Advisory’s Global X MLP ETF MLPA Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-5
Closed -$243 – 307
2019
Q3 		$243 Buy
+5
New +$258 ﹤0.01% 454

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CSIA
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ECM
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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MGAM
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BO
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KCS Wealth Advisory's MLPA Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Global X MLP ETF (MLPA) in Q4 2019, closing a stake of 5 shares — an estimated $243 sold.

KCS Wealth Advisory first reported a position in MLPA in Q3 2019 and held it in 1 quarter. The position peaked at $243 in Q3 2019. 176 funds tracked by Wall St. Rank hold MLPA as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Global X MLP ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 5 Global X MLP ETF shares in Q4 2019, an estimated $243.
  • KCS Wealth Advisory first reported a position in Global X MLP ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Global X MLP ETF position peaked at $243 in Q3 2019.
  • 176 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.