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Koss-Olinger Consulting’s Global X MLP ETF MLPA Stock Holding History

Koss-Olinger Consulting’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
Q4 		– Sell
-11,544
Closed -$407K – 240
2021
Q3 		$407K Hold
11,544
– – 0.07% 136
2021
Q2 		$446K Sell
11,544
-104
-0.9% -$3.83K 0.07% 150
2021
Q1 		$385K Buy
+11,648
New +$363K 0.07% 154

Other funds holding MLPA

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Koss-Olinger Consulting's MLPA Position: Q4 2021 in Review

Koss-Olinger Consulting sold out of Global X MLP ETF (MLPA) in Q4 2021, closing a stake of 11,544 shares — an estimated $407K sold.

Koss-Olinger Consulting first reported a position in MLPA in Q1 2021 and held it in 3 quarters. The position peaked at $446K in Q2 2021. 137 funds tracked by Wall St. Rank hold MLPA as of Q4 2021.

  • Koss-Olinger Consulting reported no remaining Global X MLP ETF position as of Q4 2021 after selling out during the quarter.
  • Koss-Olinger Consulting sold 11,544 Global X MLP ETF shares in Q4 2021, an estimated $407K.
  • Koss-Olinger Consulting first reported a position in Global X MLP ETF in Q1 2021 and held it in 3 quarters.
  • Koss-Olinger Consulting's Global X MLP ETF position peaked at $446K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2021.

Based on Koss-Olinger Consulting's 13F filing for Q4 2021, filed 7 Feb 2022.