Oxbow Advisors’s Global X MLP ETF MLPA Stock Holding History

Oxbow 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 Q2	–	Sell	-10,701	Closed	-$202K	–	283
2020 Q1	$202K	Buy	10,701 +731	+7%	+$27.3K	0.03%	236
2019 Q4	$471K	Sell	9,970 -289	-3%	-$13.5K	0.05%	213
2019 Q3	$516K	Sell	10,259 -78	-0.8%	-$4.02K	0.07%	193
2019 Q2	$547K	Sell	10,337 -187	-2%	-$9.86K	0.07%	203
2019 Q1	$560K	Sell	10,524 -734	-7%	-$38.1K	0.07%	196
2018 Q4	$518K	Sell	11,258 -236	-2%	-$12.4K	0.07%	191
2018 Q3	$659K	Buy	11,494 +2,829	+33%	+$165K	0.08%	181
2018 Q2	$476K	Sell	8,665 -124	-1%	-$6.78K	0.06%	200
2018 Q1	$448K	Buy	+8,789	New	+$513K	0.09%	157

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

Oxbow Advisors's MLPA Position: Q2 2020 in Review

Oxbow Advisors sold out of Global X MLP ETF (MLPA) in Q2 2020, closing a stake of 10,701 shares — an estimated $202K sold.

Oxbow Advisors first reported a position in MLPA in Q1 2018 and held it in 9 quarters. The position peaked at $659K in Q3 2018. 107 funds tracked by Wall St. Rank hold MLPA as of Q2 2020.

Oxbow Advisors reported no remaining Global X MLP ETF position as of Q2 2020 after selling out during the quarter.
Oxbow Advisors sold 10,701 Global X MLP ETF shares in Q2 2020, an estimated $202K.
Oxbow Advisors first reported a position in Global X MLP ETF in Q1 2018 and held it in 9 quarters.
Oxbow Advisors's Global X MLP ETF position peaked at $659K in Q3 2018.
107 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2020.

Based on Oxbow Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.