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

Sonora 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
2021 Q2	–	Sell	-233	Closed	-$8K	–	1036
2021 Q1	$8K	Hold	233	–	–	﹤0.01%	1369
2020 Q4	$6K	Hold	233	–	–	﹤0.01%	1398
2020 Q3	$5K	Hold	233	–	–	﹤0.01%	1468
2020 Q2	$6K	Hold	233	–	–	﹤0.01%	1293
2020 Q1	$4K	Hold	233	–	–	﹤0.01%	1340
2019 Q4	$11K	Hold	233	–	–	﹤0.01%	1130
2019 Q3	$12K	Buy	+233	New	+$12K	﹤0.01%	1070

Other funds holding MLPA

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFS

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Sonora Investment Management's MLPA Position: Q2 2021 in Review

Sonora Investment Management sold out of Global X MLP ETF (MLPA) in Q2 2021, closing a stake of 233 shares — an estimated $8K sold.

Sonora Investment Management first reported a position in MLPA in Q3 2019 and held it in 7 quarters. The position peaked at $12K in Q3 2019. 136 funds tracked by Wall St. Rank hold MLPA as of Q2 2021.

Sonora Investment Management reported no remaining Global X MLP ETF position as of Q2 2021 after selling out during the quarter.
Sonora Investment Management sold 233 Global X MLP ETF shares in Q2 2021, an estimated $8K.
Sonora Investment Management first reported a position in Global X MLP ETF in Q3 2019 and held it in 7 quarters.
Sonora Investment Management's Global X MLP ETF position peaked at $12K in Q3 2019.
136 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.