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Plotkin Financial Advisors’s Global X MLP ETF MLPA Stock Holding History

Plotkin Financial 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
-1,667
Closed -$31.5K – 65
2020
Q1 		$31.5K Buy
+1,667
New +$62.2K 0.04% 54

Other funds holding MLPA

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
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

Plotkin Financial Advisors's MLPA Position: Q2 2020 in Review

Plotkin Financial Advisors sold out of Global X MLP ETF (MLPA) in Q2 2020, closing a stake of 1,667 shares — an estimated $31.5K sold.

Plotkin Financial Advisors first reported a position in MLPA in Q1 2020 and held it in 1 quarter. The position peaked at $31.5K in Q1 2020. 107 funds tracked by Wall St. Rank hold MLPA as of Q2 2020.

  • Plotkin Financial Advisors reported no remaining Global X MLP ETF position as of Q2 2020 after selling out during the quarter.
  • Plotkin Financial Advisors sold 1,667 Global X MLP ETF shares in Q2 2020, an estimated $31.5K.
  • Plotkin Financial Advisors first reported a position in Global X MLP ETF in Q1 2020 and held it in 1 quarter.
  • Plotkin Financial Advisors's Global X MLP ETF position peaked at $31.5K in Q1 2020.
  • 107 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2020.

Based on Plotkin Financial Advisors's 13F filing for Q2 2020, filed 15 Nov 2024.