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WealthPLAN Partners’s Global X MLP ETF MLPA Stock Holding History

WealthPLAN Partners’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
-8,736
Closed -$517K – 279
2017
Q4 		$517K Buy
8,736
+1,136
+15% +$66.4K 0.14% 123
2017
Q3 		$469K Buy
7,600
+3,036
+67% +$191K 0.13% 117
2017
Q2 		$299K Buy
+4,564
New +$305K 0.09% 138

Other funds holding MLPA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $104B AUM 28.3% 1-Year Est. Return

WealthPLAN Partners's MLPA Position: Q1 2018 in Review

WealthPLAN Partners sold out of Global X MLP ETF (MLPA) in Q1 2018, closing a stake of 8,736 shares — an estimated $517K sold.

WealthPLAN Partners first reported a position in MLPA in Q2 2017 and held it in 3 quarters. The position peaked at $517K in Q4 2017. 118 funds tracked by Wall St. Rank hold MLPA as of Q1 2018.

  • WealthPLAN Partners reported no remaining Global X MLP ETF position as of Q1 2018 after selling out during the quarter.
  • WealthPLAN Partners sold 8,736 Global X MLP ETF shares in Q1 2018, an estimated $517K.
  • WealthPLAN Partners first reported a position in Global X MLP ETF in Q2 2017 and held it in 3 quarters.
  • WealthPLAN Partners's Global X MLP ETF position peaked at $517K in Q4 2017.
  • 118 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2018.

Based on WealthPLAN Partners's 13F filing for Q1 2018, filed 16 May 2018.