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Strategic Investment Advisors’s Global X MLP ETF MLPA Stock Holding History

Strategic Investment 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
2019
Q2 		– Sell
-2,980
Closed -$159K – 161
2019
Q1 		$159K Buy
+2,980
New +$155K 0.11% 133

Other funds holding MLPA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Strategic Investment Advisors's MLPA Position: Q2 2019 in Review

Strategic Investment Advisors sold out of Global X MLP ETF (MLPA) in Q2 2019, closing a stake of 2,980 shares — an estimated $159K sold.

Strategic Investment Advisors first reported a position in MLPA in Q1 2019 and held it in 1 quarter. The position peaked at $159K in Q1 2019. 140 funds tracked by Wall St. Rank hold MLPA as of Q2 2019.

  • Strategic Investment Advisors reported no remaining Global X MLP ETF position as of Q2 2019 after selling out during the quarter.
  • Strategic Investment Advisors sold 2,980 Global X MLP ETF shares in Q2 2019, an estimated $159K.
  • Strategic Investment Advisors first reported a position in Global X MLP ETF in Q1 2019 and held it in 1 quarter.
  • Strategic Investment Advisors's Global X MLP ETF position peaked at $159K in Q1 2019.
  • 140 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2019.

Based on Strategic Investment Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.