United Asset Strategies’s Global X MLP ETF MLPA Stock Holding History

United Asset Strategies’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	-13,628	Closed	-$644K	–	201
2019 Q4	$644K	Buy	13,628 +5,656	+71%	+$264K	0.13%	135
2019 Q3	$401K	Sell	7,972 -702	-8%	-$36.2K	0.09%	144
2019 Q2	$459K	Sell	8,674 -267	-3%	-$14.1K	0.11%	141
2019 Q1	$476K	Sell	8,941 -67	-0.7%	-$3.48K	0.11%	144
2018 Q4	$415K	Buy	9,008 +2,712	+43%	+$143K	0.11%	140
2018 Q3	$361K	Sell	6,296 -417	-6%	-$24.3K	0.09%	159
2018 Q2	$369K	Buy	+6,713	New	+$367K	0.1%	159
2016 Q1	–	Sell	-17,747	Closed	-$1.11M	–	136
2015 Q4	$1.11M	Buy	+17,747	New	+$1.15M	0.48%	55

Other funds holding MLPA

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

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

ECM

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

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

UIC

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

MGAM

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

United Asset Strategies's MLPA Position: Q1 2020 in Review

United Asset Strategies sold out of Global X MLP ETF (MLPA) in Q1 2020, closing a stake of 13,628 shares — an estimated $644K sold.

United Asset Strategies first reported a position in MLPA in Q4 2015 and held it in 8 quarters. The position peaked at $1.11M in Q4 2015. 168 funds tracked by Wall St. Rank hold MLPA as of Q1 2020.

United Asset Strategies reported no remaining Global X MLP ETF position as of Q1 2020 after selling out during the quarter.
United Asset Strategies sold 13,628 Global X MLP ETF shares in Q1 2020, an estimated $644K.
United Asset Strategies first reported a position in Global X MLP ETF in Q4 2015 and held it in 8 quarters.
United Asset Strategies's Global X MLP ETF position peaked at $1.11M in Q4 2015.
168 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2020.

Based on United Asset Strategies's 13F filing for Q1 2020, filed 8 May 2020.