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Mount Yale Investment Advisors’s Global X MLP ETF MLPA Stock Holding History

Mount Yale Investment 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
Q2 		– Sell
-15,817
Closed -$1.12M – 986
2018
Q1 		$1.12M Buy
+15,817
New +$923K 0.24% 99

Other funds holding MLPA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
GI
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
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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Mount Yale Investment Advisors's MLPA Position: Q2 2018 in Review

Mount Yale Investment Advisors sold out of Global X MLP ETF (MLPA) in Q2 2018, closing a stake of 15,817 shares — an estimated $1.12M sold.

Mount Yale Investment Advisors first reported a position in MLPA in Q1 2018 and held it in 1 quarter. The position peaked at $1.12M in Q1 2018. 127 funds tracked by Wall St. Rank hold MLPA as of Q2 2018.

  • Mount Yale Investment Advisors reported no remaining Global X MLP ETF position as of Q2 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 15,817 Global X MLP ETF shares in Q2 2018, an estimated $1.12M.
  • Mount Yale Investment Advisors first reported a position in Global X MLP ETF in Q1 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Global X MLP ETF position peaked at $1.12M in Q1 2018.
  • 127 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2018, filed 22 Aug 2018.