WealthOne’s Global X MLP ETF MLPA Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-17	Closed	-$1K	–	361
2018 Q4	$1K	Buy	+17	New	+$896	﹤0.01%	579

Other funds holding MLPA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CSIA

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

WealthOne's MLPA Position: Q1 2019 in Review

WealthOne sold out of Global X MLP ETF (MLPA) in Q1 2019, closing a stake of 17 shares — an estimated $1K sold.

WealthOne first reported a position in MLPA in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 142 funds tracked by Wall St. Rank hold MLPA as of Q1 2019.

WealthOne reported no remaining Global X MLP ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 17 Global X MLP ETF shares in Q1 2019, an estimated $1K.
WealthOne first reported a position in Global X MLP ETF in Q4 2018 and held it in 1 quarter.
WealthOne's Global X MLP ETF position peaked at $1K in Q4 2018.
142 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.