Ladenburg Thalmann Financial Services’s Global X MLP ETF MLPA Stock Holding History

Ladenburg Thalmann Financial Services’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	$192K	Buy	4,037 +363	+10%	+$16.9K	﹤0.01%	2537
2019 Q3	$185K	Buy	3,674 +449	+14%	+$23.1K	﹤0.01%	2525
2019 Q2	$171K	Buy	3,225 +106	+3%	+$5.59K	﹤0.01%	2577
2019 Q1	$166K	Buy	3,119 +510	+20%	+$26.5K	﹤0.01%	2534
2018 Q4	$120K	Buy	2,609 +62	+2%	+$3.27K	﹤0.01%	2626
2018 Q3	$146K	Buy	2,547 +141	+6%	+$8.21K	﹤0.01%	2547
2018 Q2	$122K	Hold	2,406	–	–	﹤0.01%	2631
2018 Q1	$122K	Sell	2,406 -62,857	-96%	-$3.67M	﹤0.01%	2631
2017 Q4	$3.86M	Buy	65,263 +10,489	+19%	+$613K	0.04%	434
2017 Q3	$3.38M	Buy	54,774 +7,319	+15%	+$459K	0.04%	426
2017 Q2	$3.11M	Buy	47,455 +46,148	+3,531%	+$3.08M	0.04%	434
2017 Q1	$91K	Sell	1,307 -311	-19%	-$21.9K	﹤0.01%	2466
2016 Q4	$112K	Buy	1,618 +1,167	+259%	+$78.8K	﹤0.01%	2237
2016 Q3	$31K	Buy	451 +170	+60%	+$11.7K	﹤0.01%	3117
2016 Q2	$20K	Buy	+281	New	+$18.3K	﹤0.01%	3331

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

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

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

MGAM

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

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MLPA Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Global X MLP ETF (MLPA) stake by 9.9% in Q4 2019, buying an estimated $16.9K and bringing the position to 4,037 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Ladenburg Thalmann Financial Services first reported a position in MLPA in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.86M in Q4 2017. 176 funds tracked by Wall St. Rank hold MLPA as of Q4 2019.

Ladenburg Thalmann Financial Services held 4,037 shares of Global X MLP ETF worth $192K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 363 Global X MLP ETF shares in Q4 2019, an estimated $16.9K.
Global X MLP ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2537 holding.
Ladenburg Thalmann Financial Services first reported a position in Global X MLP ETF in Q2 2016 and has held it in 15 quarters since.
Ladenburg Thalmann Financial Services's Global X MLP ETF position peaked at $3.86M in Q4 2017.
176 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.