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WIA
Wealthstreet Investment Advisors’s
Global X MLP ETF
MLPA
Stock Holding History
Wealthstreet Investment Advisors’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
2021
Q2
–
Sell
-32,923
Closed
-$1.09M
–
242
2021
Q1
$1.09M
Buy
32,923
+1,252
+4%
+$39K
0.11%
163
2020
Q4
$868K
Buy
31,671
+886
+3%
+$22.9K
0.09%
175
2020
Q3
$676K
Buy
30,785
+2,780
+10%
+$70.7K
0.08%
186
2020
Q2
$762K
Buy
28,005
+1,613
+6%
+$43.5K
0.09%
166
2020
Q1
$499K
Sell
26,392
-4,275
-14%
-$160K
0.07%
190
2019
Q4
$1.45M
Sell
30,667
-10,383
-25%
-$484K
0.17%
119
2019
Q3
$1.95M
Buy
41,050
+5,692
+16%
+$293K
0.25%
93
2019
Q2
$1.87M
Buy
35,358
+3,833
+12%
+$202K
0.24%
101
2019
Q1
$1.68M
Buy
31,525
+5,425
+21%
+$282K
0.22%
107
2018
Q4
$1.35M
Sell
26,100
-583
-2%
-$30.7K
0.19%
113
2018
Q3
$1.53M
Buy
26,683
+6,700
+34%
+$390K
0.19%
116
2018
Q2
$1.1M
Buy
19,983
+10,933
+121%
+$598K
0.15%
140
2018
Q1
$461K
Buy
9,050
+2,392
+36%
+$140K
0.06%
243
2017
Q4
$394K
Buy
+6,658
New
+$389K
0.05%
253
Other funds holding MLPA
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
RA
Rational Advisors
Huntington, New York
$980M AUM
9.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
BFS
Bard Financial Services
Branford, Connecticut
$911M AUM
19.14%
1-Year Est. Return
MGAM
McGowan Group Asset Management
Dallas, Texas
$785M AUM
15.71%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
ECM
Evergreen Capital Management
Bellevue, Washington
$4.61B AUM
25.58%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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