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Legacy Private Trust’s Global X MLP ETF MLPA Stock Holding History

Legacy Private Trust’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
Q1 		– Sell
-2,183
Closed -$129K – 239
2017
Q4 		$129K Sell
2,183
-2,801
-56% -$164K 0.02% 229
2017
Q3 		$308K Sell
4,984
-52,798
-91% -$3.31M 0.04% 199
2017
Q2 		$3.79M Sell
57,782
-85,626
-60% -$5.72M 0.48% 54
2017
Q1 		$10M Buy
+143,408
New +$10.1M 1.28% 17

Other funds holding MLPA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Legacy Private Trust's MLPA Position: Q1 2018 in Review

Legacy Private Trust sold out of Global X MLP ETF (MLPA) in Q1 2018, closing a stake of 2,183 shares — an estimated $129K sold.

Legacy Private Trust first reported a position in MLPA in Q1 2017 and held it in 4 quarters. The position peaked at $10M in Q1 2017. 118 funds tracked by Wall St. Rank hold MLPA as of Q1 2018.

  • Legacy Private Trust reported no remaining Global X MLP ETF position as of Q1 2018 after selling out during the quarter.
  • Legacy Private Trust sold 2,183 Global X MLP ETF shares in Q1 2018, an estimated $129K.
  • Legacy Private Trust first reported a position in Global X MLP ETF in Q1 2017 and held it in 4 quarters.
  • Legacy Private Trust's Global X MLP ETF position peaked at $10M in Q1 2017.
  • 118 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2018.

Based on Legacy Private Trust's 13F filing for Q1 2018, filed 13 Apr 2018.