Mission Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Mission 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 Q2	–	Sell	-2,229	Closed	-$119K	–	327
2019 Q1	$119K	Buy	2,229 +56	+3%	+$2.91K	0.01%	308
2018 Q4	$100K	Buy	2,173 +250	+13%	+$13.2K	0.01%	270
2018 Q3	$110K	Buy	1,923 +23	+1%	+$1.34K	0.01%	277
2018 Q2	$104K	Buy	+1,900	New	+$104K	0.02%	260

Other funds holding MLPA

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Mission Wealth Management's MLPA Position: Q2 2019 in Review

Mission Wealth Management sold out of Global X MLP ETF (MLPA) in Q2 2019, closing a stake of 2,229 shares — an estimated $119K sold.

Mission Wealth Management first reported a position in MLPA in Q2 2018 and held it in 4 quarters. The position peaked at $119K in Q1 2019. 140 funds tracked by Wall St. Rank hold MLPA as of Q2 2019.

Mission Wealth Management reported no remaining Global X MLP ETF position as of Q2 2019 after selling out during the quarter.
Mission Wealth Management sold 2,229 Global X MLP ETF shares in Q2 2019, an estimated $119K.
Mission Wealth Management first reported a position in Global X MLP ETF in Q2 2018 and held it in 4 quarters.
Mission Wealth Management's Global X MLP ETF position peaked at $119K in Q1 2019.
140 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2019.

Based on Mission Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.