Swaine & Leidel Wealth Services’s Global X MLP ETF MLPA Stock Holding History

Swaine & Leidel Wealth Services’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
2020 Q2	–	Sell	-65,740	Closed	-$1.24M	–	57
2020 Q1	$1.24M	Buy	65,740 +1,908	+3%	+$71.2K	1.29%	35
2019 Q4	$3.02M	Buy	63,832 +16,529	+35%	+$771K	2.52%	19
2019 Q3	$2.38M	Buy	47,303 +4,360	+10%	+$225K	2.15%	25
2019 Q2	$2.27M	Buy	42,943 +7,974	+23%	+$420K	2.43%	14
2019 Q1	$1.86M	Buy	34,969 +6,771	+24%	+$352K	2.35%	20
2018 Q4	$1.48M	Buy	+28,198	New	+$1.49M	2.35%	23

Other funds holding MLPA

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

ECM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Swaine & Leidel Wealth Services's MLPA Position: Q2 2020 in Review

Swaine & Leidel Wealth Services sold out of Global X MLP ETF (MLPA) in Q2 2020, closing a stake of 65,740 shares — an estimated $1.24M sold.

Swaine & Leidel Wealth Services first reported a position in MLPA in Q4 2018 and held it in 6 quarters. The position peaked at $3.02M in Q4 2019. 107 funds tracked by Wall St. Rank hold MLPA as of Q2 2020.

Swaine & Leidel Wealth Services reported no remaining Global X MLP ETF position as of Q2 2020 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 65,740 Global X MLP ETF shares in Q2 2020, an estimated $1.24M.
Swaine & Leidel Wealth Services first reported a position in Global X MLP ETF in Q4 2018 and held it in 6 quarters.
Swaine & Leidel Wealth Services's Global X MLP ETF position peaked at $3.02M in Q4 2019.
107 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q2 2020, filed 5 Aug 2020.