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Rockbridge Investment Management’s Global X MLP ETF MLPA Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-265
Closed -$11.7K – 426
2023
Q4 		$11.7K Buy
+265
New +$11.8K ﹤0.01% 383

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rockbridge Investment Management's MLPA Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Global X MLP ETF (MLPA) in Q1 2024, closing a stake of 265 shares — an estimated $11.7K sold.

Rockbridge Investment Management first reported a position in MLPA in Q4 2023 and held it in 1 quarter. The position peaked at $11.7K in Q4 2023. 216 funds tracked by Wall St. Rank hold MLPA as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Global X MLP ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 265 Global X MLP ETF shares in Q1 2024, an estimated $11.7K.
  • Rockbridge Investment Management first reported a position in Global X MLP ETF in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Global X MLP ETF position peaked at $11.7K in Q4 2023.
  • 216 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.