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

PBMares 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
2020 Q2	–	Sell	-8,507	Closed	-$161K	–	112
2020 Q1	$161K	Buy	8,507 +1,891	+29%	+$70.6K	0.25%	105
2019 Q4	$313K	Buy	+6,616	New	+$309K	0.37%	82

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

PBMares Wealth Management's MLPA Position: Q2 2020 in Review

PBMares Wealth Management sold out of Global X MLP ETF (MLPA) in Q2 2020, closing a stake of 8,507 shares — an estimated $161K sold.

PBMares Wealth Management first reported a position in MLPA in Q4 2019 and held it in 2 quarters. The position peaked at $313K in Q4 2019. 107 funds tracked by Wall St. Rank hold MLPA as of Q2 2020.

PBMares Wealth Management reported no remaining Global X MLP ETF position as of Q2 2020 after selling out during the quarter.
PBMares Wealth Management sold 8,507 Global X MLP ETF shares in Q2 2020, an estimated $161K.
PBMares Wealth Management first reported a position in Global X MLP ETF in Q4 2019 and held it in 2 quarters.
PBMares Wealth Management's Global X MLP ETF position peaked at $313K in Q4 2019.
107 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2020.

Based on PBMares Wealth Management's 13F filing for Q2 2020, filed 14 Jul 2020.