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Westbourne Investment Advisors’s Global X MLP ETF MLPA Stock Holding History

Westbourne 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
2019
Q4 		– Sell
-3,925
Closed -$197K – 95
2019
Q3 		$197K Sell
3,925
-1,708
-30% -$88K 0.15% 94
2019
Q2 		$298K Sell
5,633
-1,284
-19% -$67.7K 0.24% 75
2019
Q1 		$368K Sell
6,917
-750
-10% -$39K 0.28% 72
2018
Q4 		$353K Sell
7,667
-4,916
-39% -$259K 0.3% 68
2018
Q3 		$721K Sell
12,583
-517
-4% -$30.1K 0.52% 51
2018
Q2 		$720K Sell
13,100
-483
-4% -$26.4K 0.62% 48
2018
Q1 		$692K Buy
13,583
+1,350
+11% +$78.8K 0.55% 56
2017
Q4 		$724K Buy
12,233
+3,408
+39% +$199K 0.55% 55
2017
Q3 		$545K Sell
8,825
-367
-4% -$23K 0.43% 60
2017
Q2 		$602K Sell
9,192
-33
-0.4% -$2.2K 0.49% 56
2017
Q1 		$643K Sell
9,225
-58
-0.6% -$4.08K 0.53% 53
2016
Q4 		$644K Sell
9,283
-792
-8% -$53.5K 0.56% 54
2016
Q3 		$702K Buy
10,075
+75
+0.8% +$5.18K 0.62% 53
2016
Q2 		$697K Buy
10,000
+733
+8% +$47.8K 0.63% 49
2016
Q1 		$543K Buy
9,267
+2,191
+31% +$118K 0.52% 57
2015
Q4 		$441K Sell
7,076
-1,350
-16% -$87.5K 0.43% 66
2015
Q3 		$547K Sell
8,426
-383
-4% -$29.5K 0.55% 57
2015
Q2 		$749K Buy
+8,809
New +$805K 0.68% 48

Other funds holding MLPA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Westbourne Investment Advisors's MLPA Position: Q4 2019 in Review

Westbourne Investment Advisors sold out of Global X MLP ETF (MLPA) in Q4 2019, closing a stake of 3,925 shares — an estimated $197K sold.

Westbourne Investment Advisors first reported a position in MLPA in Q2 2015 and held it in 18 quarters. The position peaked at $749K in Q2 2015. 176 funds tracked by Wall St. Rank hold MLPA as of Q4 2019.

  • Westbourne Investment Advisors reported no remaining Global X MLP ETF position as of Q4 2019 after selling out during the quarter.
  • Westbourne Investment Advisors sold 3,925 Global X MLP ETF shares in Q4 2019, an estimated $197K.
  • Westbourne Investment Advisors first reported a position in Global X MLP ETF in Q2 2015 and held it in 18 quarters.
  • Westbourne Investment Advisors's Global X MLP ETF position peaked at $749K in Q2 2015.
  • 176 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2019.

Based on Westbourne Investment Advisors's 13F filing for Q4 2019, filed 23 Jan 2020.