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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

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Morgan Stanley
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CSIA
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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DJSG
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return