Legacy Advisors’s Global X MLP ETF MLPA Stock Holding History

Legacy Advisors’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
2018 Q3	–	Sell	-43	Closed	-$2K	–	488
2018 Q2	$2K	Buy	+43	New	+$2.35K	﹤0.01%	390

Other funds holding MLPA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Legacy Advisors's MLPA Position: Q3 2018 in Review

Legacy Advisors sold out of Global X MLP ETF (MLPA) in Q3 2018, closing a stake of 43 shares — an estimated $2K sold.

Legacy Advisors first reported a position in MLPA in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 130 funds tracked by Wall St. Rank hold MLPA as of Q3 2018.

Legacy Advisors reported no remaining Global X MLP ETF position as of Q3 2018 after selling out during the quarter.
Legacy Advisors sold 43 Global X MLP ETF shares in Q3 2018, an estimated $2K.
Legacy Advisors first reported a position in Global X MLP ETF in Q2 2018 and held it in 1 quarter.
Legacy Advisors's Global X MLP ETF position peaked at $2K in Q2 2018.
130 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.