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

Valeo 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 Q4	–	Sell	-174	Closed	-$9.17K	–	1630
2018 Q3	$9K	Hold	174	–	–	﹤0.01%	1001
2018 Q2	$10K	Hold	174	–	–	﹤0.01%	944
2018 Q1	$9K	Buy	+174	New	+$10.2K	﹤0.01%	961

Other funds holding MLPA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Valeo Financial Advisors's MLPA Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Global X MLP ETF (MLPA) in Q4 2018, closing a stake of 174 shares — an estimated $9.17K sold.

Valeo Financial Advisors first reported a position in MLPA in Q1 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2018. 147 funds tracked by Wall St. Rank hold MLPA as of Q4 2018.

Valeo Financial Advisors reported no remaining Global X MLP ETF position as of Q4 2018 after selling out during the quarter.
Valeo Financial Advisors sold 174 Global X MLP ETF shares in Q4 2018, an estimated $9.17K.
Valeo Financial Advisors first reported a position in Global X MLP ETF in Q1 2018 and held it in 3 quarters.
Valeo Financial Advisors's Global X MLP ETF position peaked at $10K in Q2 2018.
147 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.