Maryland Capital Management’s Global X MLP ETF MLPA Stock Holding History

Maryland Capital 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
2020 Q2	–	Sell	-4,932	Closed	-$93K	–	205
2020 Q1	$93K	Sell	4,932 -99,531	-95%	-$3.71M	0.01%	197
2019 Q4	$4.94M	Sell	104,463 -1,112	-1%	-$51.9K	0.52%	50
2019 Q3	$5.31M	Buy	105,575 +7,783	+8%	+$401K	0.61%	44
2019 Q2	$5.17M	Buy	97,792 +12,485	+15%	+$658K	0.61%	45
2019 Q1	$4.54M	Buy	85,307 +15,320	+22%	+$796K	0.56%	47
2018 Q4	$3.22M	Sell	69,987 -14,477	-17%	-$763K	0.47%	54
2018 Q3	$4.84M	Sell	84,464 -954	-1%	-$55.5K	0.63%	39
2018 Q2	$4.7M	Buy	85,418 +9,492	+13%	+$519K	0.65%	41
2018 Q1	$3.87M	Buy	75,926 +4,474	+6%	+$261K	0.56%	45
2017 Q4	$4.23M	Sell	71,452 -5,135	-7%	-$300K	0.63%	41
2017 Q3	$4.73M	Sell	76,587 -12,472	-14%	-$783K	0.73%	40
2017 Q2	$5.83M	Buy	89,059 +3,510	+4%	+$234K	0.84%	33
2017 Q1	$5.96M	Buy	85,549 +1,986	+2%	+$140K	0.89%	33
2016 Q4	$5.8M	Buy	83,563 +4,818	+6%	+$325K	0.9%	35
2016 Q3	$5.49M	Buy	78,745 +643	+0.8%	+$44.4K	0.82%	35
2016 Q2	$5.45M	Sell	78,102 -1,224	-2%	-$79.9K	0.86%	35
2016 Q1	$4.64M	Sell	79,326 -56	-0.1%	-$3.01K	0.67%	34
2015 Q4	$4.95M	Sell	79,382 -3,205	-4%	-$208K	0.73%	36
2015 Q3	$5.36M	Buy	+82,587	New	+$6.37M	0.91%	34

Other funds holding MLPA

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

UIC

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

Maryland Capital Management's MLPA Position: Q2 2020 in Review

Maryland Capital Management sold out of Global X MLP ETF (MLPA) in Q2 2020, closing a stake of 4,932 shares — an estimated $93K sold.

Maryland Capital Management first reported a position in MLPA in Q3 2015 and held it in 19 quarters. The position peaked at $5.96M in Q1 2017. 107 funds tracked by Wall St. Rank hold MLPA as of Q2 2020.

Maryland Capital Management reported no remaining Global X MLP ETF position as of Q2 2020 after selling out during the quarter.
Maryland Capital Management sold 4,932 Global X MLP ETF shares in Q2 2020, an estimated $93K.
Maryland Capital Management first reported a position in Global X MLP ETF in Q3 2015 and held it in 19 quarters.
Maryland Capital Management's Global X MLP ETF position peaked at $5.96M in Q1 2017.
107 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2020.

Based on Maryland Capital Management's 13F filing for Q2 2020, filed 12 Aug 2020.