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United Capital Financial Advisors’s Global X MLP ETF MLPA Stock Holding History

United Capital Financial Advisors’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
2018
Q1 		– Sell
-23,824
Closed -$1.41M – 1338
2017
Q4 		$1.41M Buy
23,824
+8,716
+58% +$509K 0.01% 701
2017
Q3 		$933K Buy
15,108
+10,413
+222% +$654K 0.01% 793
2017
Q2 		$308K Buy
+4,695
New +$314K ﹤0.01% 1065

Other funds holding MLPA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

United Capital Financial Advisors's MLPA Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Global X MLP ETF (MLPA) in Q1 2018, closing a stake of 23,824 shares — an estimated $1.41M sold.

United Capital Financial Advisors first reported a position in MLPA in Q2 2017 and held it in 3 quarters. The position peaked at $1.41M in Q4 2017. 118 funds tracked by Wall St. Rank hold MLPA as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Global X MLP ETF position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 23,824 Global X MLP ETF shares in Q1 2018, an estimated $1.41M.
  • United Capital Financial Advisors first reported a position in Global X MLP ETF in Q2 2017 and held it in 3 quarters.
  • United Capital Financial Advisors's Global X MLP ETF position peaked at $1.41M in Q4 2017.
  • 118 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.