Pinnacle Advisory Group’s Global X MLP ETF MLPA Stock Holding History

Pinnacle Advisory Group’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 Q4	–	Sell	-7,093	Closed	-$357K	–	166
2019 Q3	$357K	Buy	+7,093	New	+$366K	0.02%	129
2019 Q2	–	Sell	-1,927	Closed	-$103K	–	171
2019 Q1	$103K	Sell	1,927 -84,729	-98%	-$4.4M	0.01%	165
2018 Q4	$3.99M	Buy	86,656 +72,902	+530%	+$3.84M	0.3%	38
2018 Q3	$788K	Sell	13,754 -5,251	-28%	-$306K	0.05%	89
2018 Q2	$1.04M	Buy	19,005 +10,746	+130%	+$588K	0.06%	68
2018 Q1	$421K	Sell	8,259 -49,476	-86%	-$2.89M	0.03%	133
2017 Q4	$3.42M	Buy	+57,735	New	+$3.37M	0.2%	39

Other funds holding MLPA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

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

Pinnacle Advisory Group's MLPA Position: Q4 2019 in Review

Pinnacle Advisory Group sold out of Global X MLP ETF (MLPA) in Q4 2019, closing a stake of 7,093 shares — an estimated $357K sold.

Pinnacle Advisory Group first reported a position in MLPA in Q4 2017 and held it in 7 quarters. The position peaked at $3.99M in Q4 2018. 176 funds tracked by Wall St. Rank hold MLPA as of Q4 2019.

Pinnacle Advisory Group reported no remaining Global X MLP ETF position as of Q4 2019 after selling out during the quarter.
Pinnacle Advisory Group sold 7,093 Global X MLP ETF shares in Q4 2019, an estimated $357K.
Pinnacle Advisory Group first reported a position in Global X MLP ETF in Q4 2017 and held it in 7 quarters.
Pinnacle Advisory Group's Global X MLP ETF position peaked at $3.99M in Q4 2018.
176 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2019.

Based on Pinnacle Advisory Group's 13F filing for Q4 2019, filed 5 Feb 2020.