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

WealthShield 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
2020
Q1 		– Sell
-466
Closed -$22K – 295
2019
Q4 		$22K Hold
466
– – 0.01% 232
2019
Q3 		$23K Buy
+466
New +$24K 0.01% 219

Other funds holding MLPA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

WealthShield Partners's MLPA Position: Q1 2020 in Review

WealthShield Partners sold out of Global X MLP ETF (MLPA) in Q1 2020, closing a stake of 466 shares — an estimated $22K sold.

WealthShield Partners first reported a position in MLPA in Q3 2019 and held it in 2 quarters. The position peaked at $23K in Q3 2019. 168 funds tracked by Wall St. Rank hold MLPA as of Q1 2020.

  • WealthShield Partners reported no remaining Global X MLP ETF position as of Q1 2020 after selling out during the quarter.
  • WealthShield Partners sold 466 Global X MLP ETF shares in Q1 2020, an estimated $22K.
  • WealthShield Partners first reported a position in Global X MLP ETF in Q3 2019 and held it in 2 quarters.
  • WealthShield Partners's Global X MLP ETF position peaked at $23K in Q3 2019.
  • 168 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2020.

Based on WealthShield Partners's 13F filing for Q1 2020, filed 12 May 2020.