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Rowland Carmichael Advisors’s Global X MLP ETF MLPA Stock Holding History

Rowland Carmichael Advisors’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
2018
Q1 		– Sell
-21,873
Closed -$1.29M – 322
2017
Q4 		$1.29M Buy
21,873
+3,310
+18% +$193K 0.67% 31
2017
Q3 		$1.15M Buy
18,563
+3,468
+23% +$218K 0.63% 33
2017
Q2 		$989K Buy
+15,095
New +$1.01M 0.57% 45

Other funds holding MLPA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Rowland Carmichael Advisors's MLPA Position: Q1 2018 in Review

Rowland Carmichael Advisors sold out of Global X MLP ETF (MLPA) in Q1 2018, closing a stake of 21,873 shares — an estimated $1.29M sold.

Rowland Carmichael Advisors first reported a position in MLPA in Q2 2017 and held it in 3 quarters. The position peaked at $1.29M in Q4 2017. 118 funds tracked by Wall St. Rank hold MLPA as of Q1 2018.

  • Rowland Carmichael Advisors reported no remaining Global X MLP ETF position as of Q1 2018 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 21,873 Global X MLP ETF shares in Q1 2018, an estimated $1.29M.
  • Rowland Carmichael Advisors first reported a position in Global X MLP ETF in Q2 2017 and held it in 3 quarters.
  • Rowland Carmichael Advisors's Global X MLP ETF position peaked at $1.29M in Q4 2017.
  • 118 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2018, filed 10 Feb 2020.