LPWM
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Lake Point Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Lake Point Wealth Management’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
Q1 		– Sell
-46
Closed -$2K – 792
2018
Q4 		$2K Buy
+46
New +$2.42K ﹤0.01% 688

Other funds holding MLPA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Lake Point Wealth Management's MLPA Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Global X MLP ETF (MLPA) in Q1 2019, closing a stake of 46 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in MLPA in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 142 funds tracked by Wall St. Rank hold MLPA as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Global X MLP ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 46 Global X MLP ETF shares in Q1 2019, an estimated $2K.
  • Lake Point Wealth Management first reported a position in Global X MLP ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Global X MLP ETF position peaked at $2K in Q4 2018.
  • 142 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.