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

WealthSource 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 Q2	–	Sell	-11,626	Closed	-$220K	–	376
2020 Q1	$220K	Sell	11,626 -1,432	-11%	-$53.4K	0.03%	285
2019 Q4	$617K	Buy	13,058 +3,057	+31%	+$143K	0.08%	194
2019 Q3	$503K	Buy	10,001 +2,960	+42%	+$153K	0.08%	236
2019 Q2	$373K	Buy	+7,041	New	+$371K	0.06%	290

Other funds holding MLPA

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UIC

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

WealthSource Partners's MLPA Position: Q2 2020 in Review

WealthSource Partners sold out of Global X MLP ETF (MLPA) in Q2 2020, closing a stake of 11,626 shares — an estimated $220K sold.

WealthSource Partners first reported a position in MLPA in Q2 2019 and held it in 4 quarters. The position peaked at $617K in Q4 2019. 107 funds tracked by Wall St. Rank hold MLPA as of Q2 2020.

WealthSource Partners reported no remaining Global X MLP ETF position as of Q2 2020 after selling out during the quarter.
WealthSource Partners sold 11,626 Global X MLP ETF shares in Q2 2020, an estimated $220K.
WealthSource Partners first reported a position in Global X MLP ETF in Q2 2019 and held it in 4 quarters.
WealthSource Partners's Global X MLP ETF position peaked at $617K in Q4 2019.
107 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2020.

Based on WealthSource Partners's 13F filing for Q2 2020, filed 17 Aug 2020.