Outlook Wealth Advisors’s Global X MLP ETF MLPA Stock Holding History

Outlook Wealth 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
2020 Q1	–	Sell	-2,759	Closed	-$130K	–	175
2019 Q4	$130K	Sell	2,759 -797	-22%	-$37.2K	0.07%	138
2019 Q3	$179K	Sell	3,556 -208	-6%	-$10.7K	0.11%	155
2019 Q2	$199K	Buy	3,764 +974	+35%	+$51.3K	0.13%	146
2019 Q1	$148K	Buy	2,790 +2,250	+417%	+$117K	0.12%	142
2018 Q4	$248K	Buy	+540	New	+$28.5K	0.11%	157

Other funds holding MLPA

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

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

UIC

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Outlook Wealth Advisors's MLPA Position: Q1 2020 in Review

Outlook Wealth Advisors sold out of Global X MLP ETF (MLPA) in Q1 2020, closing a stake of 2,759 shares — an estimated $130K sold.

Outlook Wealth Advisors first reported a position in MLPA in Q4 2018 and held it in 5 quarters. The position peaked at $248K in Q4 2018. 168 funds tracked by Wall St. Rank hold MLPA as of Q1 2020.

Outlook Wealth Advisors reported no remaining Global X MLP ETF position as of Q1 2020 after selling out during the quarter.
Outlook Wealth Advisors sold 2,759 Global X MLP ETF shares in Q1 2020, an estimated $130K.
Outlook Wealth Advisors first reported a position in Global X MLP ETF in Q4 2018 and held it in 5 quarters.
Outlook Wealth Advisors's Global X MLP ETF position peaked at $248K in Q4 2018.
168 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2020.

Based on Outlook Wealth Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.