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WFG Advisors’s Global X MLP ETF MLPA Stock Holding History

WFG 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
2017
Q2 		$48K Buy
+317
New +$21.2K 0.01% 709
2016
Q4 		– Sell
-157
Closed -$11K – 1657
2016
Q3 		$11K Buy
157
+84
+115% +$5.8K ﹤0.01% 1098
2016
Q2 		$5K Sell
73
-82
-53% -$5.35K ﹤0.01% 1245
2016
Q1 		$9K Buy
155
+86
+125% +$4.63K ﹤0.01% 1078
2015
Q4 		$4K Buy
69
+1
+1% +$65 ﹤0.01% 1274
2015
Q3 		$4K Buy
68
+2
+3% +$154 ﹤0.01% 1306
2015
Q2 		$6K Buy
66
+1
+2% +$91 ﹤0.01% 1311
2015
Q1 		$6K Sell
65
-216
-77% -$20K ﹤0.01% 1321
2014
Q4 		$27K Buy
281
+51
+22% +$5.04K 0.01% 1121
2014
Q3 		$24K Buy
230
+1
+0.4% +$103 ﹤0.01% 1209
2014
Q2 		$24K Buy
+229
New +$22.9K ﹤0.01% 1198
2014
Q1 		– Sell
-61
Closed -$6K – 2139
2013
Q4 		$6K Buy
61
+1
+2% +$96 ﹤0.01% 1714
2013
Q3 		$6K Buy
60
+1
+2% +$96 ﹤0.01% 1679
2013
Q2 		$6K Buy
+59
New +$5.68K ﹤0.01% 1613

Other funds holding MLPA

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
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

WFG Advisors's MLPA Position: Q2 2017 in Review

WFG Advisors opened a new position in Global X MLP ETF (MLPA) in Q2 2017: 317 shares worth $48K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: WFG Advisors previously reported a position in MLPA as recently as Q3 2016.

WFG Advisors first reported a position in MLPA in Q2 2013 and has held it in 14 quarters since. 82 funds tracked by Wall St. Rank hold MLPA as of Q2 2017.

  • WFG Advisors held 317 shares of Global X MLP ETF worth $48K as of Q2 2017.
  • Global X MLP ETF was a new WFG Advisors position in Q2 2017.
  • Global X MLP ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #709 holding.
  • WFG Advisors first reported a position in Global X MLP ETF in Q2 2013 and has held it in 14 quarters since.
  • 82 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.