Red Cedar Capital’s Global X MLP ETF MLPA Stock Holding History

Red Cedar Capital’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
2022 Q4	$122K	Hold	2,951	–	–	0.08%	72
2022 Q3	$116K	Hold	2,951	–	–	0.08%	72
2022 Q2	$109K	Hold	2,951	–	–	0.07%	74
2022 Q1	$119K	Hold	2,951	–	–	0.07%	72
2021 Q4	$103K	Buy	+2,951	New	+$106K	0.06%	77

Other funds holding MLPA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Red Cedar Capital's MLPA Position: Q4 2022 in Review

Red Cedar Capital held its Global X MLP ETF (MLPA) position steady in Q4 2022 at 2,951 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #72.

Red Cedar Capital first reported a position in MLPA in Q4 2021 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold MLPA as of Q4 2022.

Red Cedar Capital held 2,951 shares of Global X MLP ETF worth $122K as of Q4 2022.
Red Cedar Capital left its Global X MLP ETF share count unchanged in Q4 2022.
Global X MLP ETF made up 0.08% of Red Cedar Capital's portfolio in Q4 2022, its #72 holding.
Red Cedar Capital first reported a position in Global X MLP ETF in Q4 2021 and has held it in 5 quarters since.
182 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.