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Sequent Asset Management’s Global X MLP ETF MLPA Stock Holding History

Sequent Asset 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
2017
Q2 		– Sell
-2,458
Closed -$171K – 68
2017
Q1 		$171K Buy
+2,458
New +$173K 0.1% 71

Other funds holding MLPA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Sequent Asset Management's MLPA Position: Q2 2017 in Review

Sequent Asset Management sold out of Global X MLP ETF (MLPA) in Q2 2017, closing a stake of 2,458 shares — an estimated $171K sold.

Sequent Asset Management first reported a position in MLPA in Q1 2017 and held it in 1 quarter. The position peaked at $171K in Q1 2017. 82 funds tracked by Wall St. Rank hold MLPA as of Q2 2017.

  • Sequent Asset Management reported no remaining Global X MLP ETF position as of Q2 2017 after selling out during the quarter.
  • Sequent Asset Management sold 2,458 Global X MLP ETF shares in Q2 2017, an estimated $171K.
  • Sequent Asset Management first reported a position in Global X MLP ETF in Q1 2017 and held it in 1 quarter.
  • Sequent Asset Management's Global X MLP ETF position peaked at $171K in Q1 2017.
  • 82 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2017.

Based on Sequent Asset Management's 13F filing for Q2 2017, filed 27 Jul 2017.