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West Branch Capital’s Global X MLP ETF MLPA Stock Holding History

West Branch Capital’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
2022
Q3 		– Sell
-98
Closed -$4K – 464
2022
Q2 		$4K Buy
+98
New +$3.97K ﹤0.01% 354

Other funds holding MLPA

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

West Branch Capital's MLPA Position: Q3 2022 in Review

West Branch Capital sold out of Global X MLP ETF (MLPA) in Q3 2022, closing a stake of 98 shares — an estimated $4K sold.

West Branch Capital first reported a position in MLPA in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 169 funds tracked by Wall St. Rank hold MLPA as of Q3 2022.

  • West Branch Capital reported no remaining Global X MLP ETF position as of Q3 2022 after selling out during the quarter.
  • West Branch Capital sold 98 Global X MLP ETF shares in Q3 2022, an estimated $4K.
  • West Branch Capital first reported a position in Global X MLP ETF in Q2 2022 and held it in 1 quarter.
  • West Branch Capital's Global X MLP ETF position peaked at $4K in Q2 2022.
  • 169 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2022.

Based on West Branch Capital's 13F filing for Q3 2022, filed 19 Oct 2022.