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Transform Wealth’s Global X MLP ETF MLPA Stock Holding History

Transform 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
2017
Q2 		– Sell
-1,682
Closed -$117K – 112
2017
Q1 		$117K Sell
1,682
-200
-11% -$14.1K 0.04% 206
2016
Q4 		$131K Hold
1,882
– – 0.05% 209
2016
Q3 		$131K Buy
1,882
+9
+0.5% +$622 0.06% 200
2016
Q2 		$131K Buy
+1,873
New +$122K 0.06% 209

Other funds holding MLPA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Transform Wealth's MLPA Position: Q2 2017 in Review

Transform Wealth sold out of Global X MLP ETF (MLPA) in Q2 2017, closing a stake of 1,682 shares — an estimated $117K sold.

Transform Wealth first reported a position in MLPA in Q2 2016 and held it in 4 quarters. The position peaked at $131K in Q4 2016. 82 funds tracked by Wall St. Rank hold MLPA as of Q2 2017.

  • Transform Wealth reported no remaining Global X MLP ETF position as of Q2 2017 after selling out during the quarter.
  • Transform Wealth sold 1,682 Global X MLP ETF shares in Q2 2017, an estimated $117K.
  • Transform Wealth first reported a position in Global X MLP ETF in Q2 2016 and held it in 4 quarters.
  • Transform Wealth's Global X MLP ETF position peaked at $131K in Q4 2016.
  • 82 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2017.

Based on Transform Wealth's 13F filing for Q2 2017, filed 2 Aug 2017.