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

US 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
2016
Q1 		– Sell
-8,102
Closed -$505K – 562
2015
Q4 		$505K Buy
+8,102
New +$525K 0.48% 33

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
RDM
Retirement Design & Management Westport, Connecticut $160M AUM 4.3% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Financial Advisors's MLPA Position: Q1 2016 in Review

US Financial Advisors sold out of Global X MLP ETF (MLPA) in Q1 2016, closing a stake of 8,102 shares — an estimated $505K sold.

US Financial Advisors first reported a position in MLPA in Q4 2015 and held it in 1 quarter. The position peaked at $505K in Q4 2015. 44 funds tracked by Wall St. Rank hold MLPA as of Q1 2016.

  • US Financial Advisors reported no remaining Global X MLP ETF position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 8,102 Global X MLP ETF shares in Q1 2016, an estimated $505K.
  • US Financial Advisors first reported a position in Global X MLP ETF in Q4 2015 and held it in 1 quarter.
  • US Financial Advisors's Global X MLP ETF position peaked at $505K in Q4 2015.
  • 44 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.