Roble Belko & Company’s Global X MLP ETF MLPA Stock Holding History

Roble Belko & Company’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	-693	Closed	-$19K	–	339
2020 Q2	$19K	Sell	693 -12	-2%	-$324	0.01%	202
2020 Q1	$13K	Sell	705 -47,101	-99%	-$1.76M	﹤0.01%	226
2019 Q4	$2.26M	Buy	+47,806	New	+$2.23M	0.63%	31

Other funds holding MLPA

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

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

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

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

Roble Belko & Company's MLPA Position: Q3 2020 in Review

Roble Belko & Company sold out of Global X MLP ETF (MLPA) in Q3 2020, closing a stake of 693 shares — an estimated $19K sold.

Roble Belko & Company first reported a position in MLPA in Q4 2019 and held it in 3 quarters. The position peaked at $2.26M in Q4 2019. 102 funds tracked by Wall St. Rank hold MLPA as of Q3 2020.

Roble Belko & Company reported no remaining Global X MLP ETF position as of Q3 2020 after selling out during the quarter.
Roble Belko & Company sold 693 Global X MLP ETF shares in Q3 2020, an estimated $19K.
Roble Belko & Company first reported a position in Global X MLP ETF in Q4 2019 and held it in 3 quarters.
Roble Belko & Company's Global X MLP ETF position peaked at $2.26M in Q4 2019.
102 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2020.

Based on Roble Belko & Company's 13F filing for Q3 2020, filed 10 Nov 2020.