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

Tiller Private 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
2020 Q1	–	Sell	-2,760	Closed	-$131K	–	41
2019 Q4	$131K	Buy	+2,760	New	+$129K	0.11%	40
2019 Q3	–	Sell	-2,101	Closed	-$111K	–	38
2019 Q2	$111K	Buy	2,101 +19	+0.9%	+$1K	0.09%	36
2019 Q1	$111K	Sell	2,082 -55,001	-96%	-$2.86M	0.1%	35
2018 Q4	$2.63M	Sell	57,083 -65,056	-53%	-$3.43M	2.31%	12
2018 Q3	$7M	Buy	122,139 +4,556	+4%	+$265K	4.89%	9
2018 Q2	$6.46M	Buy	117,583 +13,166	+13%	+$720K	4.51%	12
2018 Q1	$5.32M	Buy	104,417 +23,499	+29%	+$1.37M	3.82%	13
2017 Q4	$4.79M	Buy	80,918 +6,603	+9%	+$386K	3.63%	14
2017 Q3	$4.59M	Sell	74,315 -7,172	-9%	-$450K	3.58%	15
2017 Q2	$5.34M	Sell	81,487 -4,363	-5%	-$291K	4.2%	10
2017 Q1	$5.99M	Buy	85,850 +2,848	+3%	+$200K	4.72%	7
2016 Q4	$5.76M	Sell	83,002 -2,794	-3%	-$189K	4.51%	8
2016 Q3	$5.98M	Sell	85,796 -8,529	-9%	-$589K	5.01%	7
2016 Q2	$6.58M	Sell	94,325 -5,570	-6%	-$364K	5.5%	6
2016 Q1	$5.85M	Buy	99,895 +1,728	+2%	+$93K	4.97%	9
2015 Q4	$6.12M	Buy	+98,167	New	+$6.36M	5.84%	7

Other funds holding MLPA

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return

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

ECM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

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

MGAM

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

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Tiller Private Wealth's MLPA Position: Q1 2020 in Review

Tiller Private Wealth sold out of Global X MLP ETF (MLPA) in Q1 2020, closing a stake of 2,760 shares — an estimated $131K sold.

Tiller Private Wealth first reported a position in MLPA in Q4 2015 and held it in 16 quarters. The position peaked at $7M in Q3 2018. 168 funds tracked by Wall St. Rank hold MLPA as of Q1 2020.

Tiller Private Wealth reported no remaining Global X MLP ETF position as of Q1 2020 after selling out during the quarter.
Tiller Private Wealth sold 2,760 Global X MLP ETF shares in Q1 2020, an estimated $131K.
Tiller Private Wealth first reported a position in Global X MLP ETF in Q4 2015 and held it in 16 quarters.
Tiller Private Wealth's Global X MLP ETF position peaked at $7M in Q3 2018.
168 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2020.

Based on Tiller Private Wealth's 13F filing for Q1 2020, filed 28 Apr 2020.