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 $666B AUM 30.12% 1-Year Est. Return

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

Bank of America

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

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

Envestnet Asset Management

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

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

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

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

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