Sabal Trust’s Global X MLP ETF MLPA Stock Holding History

Sabal Trust’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
2022 Q2	–	Sell	-5,650	Closed	-$228K	–	165
2022 Q1	$228K	Buy	+5,650	New	+$220K	0.02%	131
2021 Q4	–	Sell	-6,650	Closed	-$235K	–	156
2021 Q3	$235K	Hold	6,650	–	–	0.02%	140
2021 Q2	$257K	Sell	6,650 -275	-4%	-$10.1K	0.02%	135
2021 Q1	$229K	Buy	+6,925	New	+$216K	0.02%	141

Other funds holding MLPA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sabal Trust's MLPA Position: Q2 2022 in Review

Sabal Trust sold out of Global X MLP ETF (MLPA) in Q2 2022, closing a stake of 5,650 shares — an estimated $228K sold.

Sabal Trust first reported a position in MLPA in Q1 2021 and held it in 4 quarters. The position peaked at $257K in Q2 2021. 163 funds tracked by Wall St. Rank hold MLPA as of Q2 2022.

Sabal Trust reported no remaining Global X MLP ETF position as of Q2 2022 after selling out during the quarter.
Sabal Trust sold 5,650 Global X MLP ETF shares in Q2 2022, an estimated $228K.
Sabal Trust first reported a position in Global X MLP ETF in Q1 2021 and held it in 4 quarters.
Sabal Trust's Global X MLP ETF position peaked at $257K in Q2 2021.
163 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2022.

Based on Sabal Trust's 13F filing for Q2 2022, filed 18 Jul 2022.