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TD Private Client Wealth’s Global X MLP ETF MLPA Stock Holding History

TD Private Client Wealth’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
-765
Closed -$30.8K – 1264
2022
Q1 		$30.8K Sell
765
-1,799
-70% -$70.1K ﹤0.01% 866
2021
Q4 		$89.7K Sell
2,564
-1,062
-29% -$38.1K ﹤0.01% 655
2021
Q3 		$128K Buy
3,626
+496
+16% +$17.5K 0.01% 595
2021
Q2 		$121K Buy
3,130
+2,551
+441% +$93.9K 0.01% 592
2021
Q1 		$19.2K Buy
+579
New +$18K ﹤0.01% 835

Other funds holding MLPA

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TD Private Client Wealth's MLPA Position: Q2 2022 in Review

TD Private Client Wealth sold out of Global X MLP ETF (MLPA) in Q2 2022, closing a stake of 765 shares — an estimated $30.8K sold.

TD Private Client Wealth first reported a position in MLPA in Q1 2021 and held it in 5 quarters. The position peaked at $128K in Q3 2021. 163 funds tracked by Wall St. Rank hold MLPA as of Q2 2022.

  • TD Private Client Wealth reported no remaining Global X MLP ETF position as of Q2 2022 after selling out during the quarter.
  • TD Private Client Wealth sold 765 Global X MLP ETF shares in Q2 2022, an estimated $30.8K.
  • TD Private Client Wealth first reported a position in Global X MLP ETF in Q1 2021 and held it in 5 quarters.
  • TD Private Client Wealth's Global X MLP ETF position peaked at $128K in Q3 2021.
  • 163 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2022.

Based on TD Private Client Wealth's 13F filing for Q2 2022, filed 16 Aug 2024.