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Retirement Design & Management’s Global X MLP ETF MLPA Stock Holding History

Retirement Design & 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
2016
Q3 		– Sell
-84,042
Closed -$5.86M – 36
2016
Q2 		$5.86M Buy
84,042
+88
+0.1% +$5.74K 3.66% 6
2016
Q1 		$4.92M Buy
83,954
+1,446
+2% +$77.8K 3.51% 8
2015
Q4 		$5.14M Buy
+82,508
New +$5.35M 2.87% 12

Other funds holding MLPA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

Retirement Design & Management's MLPA Position: Q3 2016 in Review

Retirement Design & Management sold out of Global X MLP ETF (MLPA) in Q3 2016, closing a stake of 84,042 shares — an estimated $5.86M sold.

Retirement Design & Management first reported a position in MLPA in Q4 2015 and held it in 3 quarters. The position peaked at $5.86M in Q2 2016. 58 funds tracked by Wall St. Rank hold MLPA as of Q3 2016.

  • Retirement Design & Management reported no remaining Global X MLP ETF position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 84,042 Global X MLP ETF shares in Q3 2016, an estimated $5.86M.
  • Retirement Design & Management first reported a position in Global X MLP ETF in Q4 2015 and held it in 3 quarters.
  • Retirement Design & Management's Global X MLP ETF position peaked at $5.86M in Q2 2016.
  • 58 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.