RCYC
MLPA icon

Richard C. Young & Co’s Global X MLP ETF MLPA Stock Holding History

Richard C. Young & Co’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
Q1 		– Sell
-21,209
Closed -$1M – 80
2019
Q4 		$1M Buy
+21,209
New +$989K 0.17% 62

Other funds holding MLPA

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
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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Richard C. Young & Co's MLPA Position: Q1 2020 in Review

Richard C. Young & Co sold out of Global X MLP ETF (MLPA) in Q1 2020, closing a stake of 21,209 shares — an estimated $1M sold.

Richard C. Young & Co first reported a position in MLPA in Q4 2019 and held it in 1 quarter. The position peaked at $1M in Q4 2019. 168 funds tracked by Wall St. Rank hold MLPA as of Q1 2020.

  • Richard C. Young & Co reported no remaining Global X MLP ETF position as of Q1 2020 after selling out during the quarter.
  • Richard C. Young & Co sold 21,209 Global X MLP ETF shares in Q1 2020, an estimated $1M.
  • Richard C. Young & Co first reported a position in Global X MLP ETF in Q4 2019 and held it in 1 quarter.
  • Richard C. Young & Co's Global X MLP ETF position peaked at $1M in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2020.

Based on Richard C. Young & Co's 13F filing for Q1 2020, filed 11 May 2020.