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

TrinityPoint 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 Q2	–	Sell	-5,611	Closed	-$106K	–	212
2020 Q1	$106K	Sell	5,611 -28,359	-83%	-$1.06M	0.04%	188
2019 Q4	$1.61M	Sell	33,970 -370	-1%	-$17.3K	0.54%	45
2019 Q3	$1.66M	Buy	+34,340	New	+$1.77M	0.58%	46

Other funds holding MLPA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

UIC

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

TrinityPoint Wealth's MLPA Position: Q2 2020 in Review

TrinityPoint Wealth sold out of Global X MLP ETF (MLPA) in Q2 2020, closing a stake of 5,611 shares — an estimated $106K sold.

TrinityPoint Wealth first reported a position in MLPA in Q3 2019 and held it in 3 quarters. The position peaked at $1.66M in Q3 2019. 107 funds tracked by Wall St. Rank hold MLPA as of Q2 2020.

TrinityPoint Wealth reported no remaining Global X MLP ETF position as of Q2 2020 after selling out during the quarter.
TrinityPoint Wealth sold 5,611 Global X MLP ETF shares in Q2 2020, an estimated $106K.
TrinityPoint Wealth first reported a position in Global X MLP ETF in Q3 2019 and held it in 3 quarters.
TrinityPoint Wealth's Global X MLP ETF position peaked at $1.66M in Q3 2019.
107 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2020.

Based on TrinityPoint Wealth's 13F filing for Q2 2020, filed 13 Aug 2020.