PA
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Procyon Advisors’s Global X MLP ETF MLPA Stock Holding History

Procyon 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
Q3 		– Sell
-5
Closed – – 711
2020
Q2 		$0 Sell
5
-2
-29% -$54 ﹤0.01% 1146
2020
Q1 		$0 Sell
7
-1
-13% -$37 ﹤0.01% 1100
2019
Q4 		$0 Buy
+8
New +$373 ﹤0.01% 1042

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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Procyon Advisors's MLPA Position: Q3 2020 in Review

Procyon Advisors sold out of Global X MLP ETF (MLPA) in Q3 2020, closing a stake of 5 shares.

Procyon Advisors first reported a position in MLPA in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 102 funds tracked by Wall St. Rank hold MLPA as of Q3 2020.

  • Procyon Advisors reported no remaining Global X MLP ETF position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 5 Global X MLP ETF shares in Q3 2020.
  • Procyon Advisors first reported a position in Global X MLP ETF in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's Global X MLP ETF position peaked at $0 in Q2 2020.
  • 102 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.