Washington Trust’s Global X MLP ETF MLPA Stock Holding History

Washington Trust’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 Q4	–	Sell	-225	Closed	-$5K	–	1029
2020 Q3	$5K	Buy	+225	New	+$5.73K	﹤0.01%	799
2020 Q2	–	Sell	-225	Closed	-$4K	–	946
2020 Q1	$4K	Buy	+225	New	+$8.4K	﹤0.01%	779
2018 Q3	–	Sell	-225	Closed	-$12K	–	582
2018 Q2	$12K	Buy	+225	New	+$12.3K	﹤0.01%	652

Other funds holding MLPA

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $5.7B AUM 32.06% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

UIC

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

FWM

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

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

Washington Trust's MLPA Position: Q4 2020 in Review

Washington Trust sold out of Global X MLP ETF (MLPA) in Q4 2020, closing a stake of 225 shares — an estimated $5K sold.

Washington Trust first reported a position in MLPA in Q2 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 112 funds tracked by Wall St. Rank hold MLPA as of Q4 2020.

Washington Trust reported no remaining Global X MLP ETF position as of Q4 2020 after selling out during the quarter.
Washington Trust sold 225 Global X MLP ETF shares in Q4 2020, an estimated $5K.
Washington Trust first reported a position in Global X MLP ETF in Q2 2018 and held it in 3 quarters.
Washington Trust's Global X MLP ETF position peaked at $12K in Q2 2018.
112 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2020.

Based on Washington Trust's 13F filing for Q4 2020, filed 9 Feb 2021.