TIAA FSB’s Global X MLP ETF MLPA Stock Holding History

TIAA FSB’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 Q4	–	Sell	-91,674	Closed	-$2.01M	–	360
2020 Q3	$2.01M	Buy	+91,674	New	+$2.33M	0.01%	216
2020 Q2	–	Sell	-104,071	Closed	-$1.97M	–	283
2020 Q1	$1.97M	Buy	+104,071	New	+$3.88M	0.01%	207

Other funds holding MLPA

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $5.7B AUM 32.06% 1-Year Est. Return

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

UIC

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

FWM

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

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

TIAA FSB's MLPA Position: Q4 2020 in Review

TIAA FSB sold out of Global X MLP ETF (MLPA) in Q4 2020, closing a stake of 91,674 shares — an estimated $2.01M sold.

TIAA FSB first reported a position in MLPA in Q1 2020 and held it in 2 quarters. The position peaked at $2.01M in Q3 2020. 112 funds tracked by Wall St. Rank hold MLPA as of Q4 2020.

TIAA FSB reported no remaining Global X MLP ETF position as of Q4 2020 after selling out during the quarter.
TIAA FSB sold 91,674 Global X MLP ETF shares in Q4 2020, an estimated $2.01M.
TIAA FSB first reported a position in Global X MLP ETF in Q1 2020 and held it in 2 quarters.
TIAA FSB's Global X MLP ETF position peaked at $2.01M in Q3 2020.
112 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2020.

Based on TIAA FSB's 13F filing for Q4 2020, filed 21 Jan 2021.