Mackenzie Financial’s Global X MLP ETF MLPA Stock Holding History

Mackenzie Financial’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
2020 Q4	–	Sell	-20,003	Closed	-$439K	–	1075
2020 Q3	$439K	Sell	20,003 -100	-0.5%	-$2.54K	﹤0.01%	808
2020 Q2	$547K	Buy	20,103 +3,261	+19%	+$88K	﹤0.01%	778
2020 Q1	$318K	Buy	16,842 +967	+6%	+$36.1K	﹤0.01%	890
2019 Q4	$751K	Buy	15,875 +1,000	+7%	+$46.6K	﹤0.01%	787
2019 Q3	$748K	Sell	14,875 -17,506	-54%	-$902K	﹤0.01%	769
2019 Q2	$1.71M	Buy	32,381 +2,688	+9%	+$142K	﹤0.01%	663
2019 Q1	$1.58M	Sell	29,693 -944	-3%	-$49K	﹤0.01%	838
2018 Q4	$1.41M	Buy	+30,637	New	+$1.61M	﹤0.01%	760

Other funds holding MLPA

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial's MLPA Position: Q4 2020 in Review

Mackenzie Financial sold out of Global X MLP ETF (MLPA) in Q4 2020, closing a stake of 20,003 shares — an estimated $439K sold.

Mackenzie Financial first reported a position in MLPA in Q4 2018 and held it in 8 quarters. The position peaked at $1.71M in Q2 2019. 112 funds tracked by Wall St. Rank hold MLPA as of Q4 2020.

Mackenzie Financial reported no remaining Global X MLP ETF position as of Q4 2020 after selling out during the quarter.
Mackenzie Financial sold 20,003 Global X MLP ETF shares in Q4 2020, an estimated $439K.
Mackenzie Financial first reported a position in Global X MLP ETF in Q4 2018 and held it in 8 quarters.
Mackenzie Financial's Global X MLP ETF position peaked at $1.71M in Q2 2019.
112 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2020.

Based on Mackenzie Financial's 13F filing for Q4 2020, filed 10 Feb 2021.