WIC
MLPA icon

Whitegate Investment Counselors’s Global X MLP ETF MLPA Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-16,595
Closed -$585K – 151
2021
Q3 		$585K Buy
16,595
+90
+0.5% +$3.18K 0.08% 148
2021
Q2 		$638K Sell
16,505
-316
-2% -$11.6K 0.09% 146
2021
Q1 		$556K Buy
16,821
+3,241
+24% +$101K 0.08% 145
2020
Q4 		$372K Buy
13,580
+961
+8% +$24.8K 0.06% 168
2020
Q3 		$277K Sell
12,619
-7,160
-36% -$182K 0.05% 172
2020
Q2 		$538K Sell
19,779
-1,348
-6% -$36.4K 0.11% 138
2020
Q1 		$399K Sell
21,127
-408
-2% -$15.2K 0.1% 139
2019
Q4 		$1.02M Buy
21,535
+5,853
+37% +$273K 0.18% 102
2019
Q3 		$788K Buy
15,682
+621
+4% +$32K 0.15% 112
2019
Q2 		$797K Buy
15,061
+1,745
+13% +$92K 0.16% 108
2019
Q1 		$709K Sell
13,316
-60
-0.4% -$3.12K 0.15% 114
2018
Q4 		$616K Sell
13,376
-863
-6% -$45.5K 0.14% 117
2018
Q3 		$816K Buy
14,239
+533
+4% +$31K 0.17% 108
2018
Q2 		$753K Buy
13,706
+518
+4% +$28.3K 0.15% 110
2018
Q1 		$672K Buy
13,188
+585
+5% +$34.1K 0.14% 116
2017
Q4 		$746K Sell
12,603
-469
-4% -$27.4K 0.16% 111
2017
Q3 		$807K Buy
13,072
+770
+6% +$48.3K 0.18% 104
2017
Q2 		$806K Buy
12,302
+400
+3% +$26.7K 0.18% 104
2017
Q1 		$830K Buy
11,902
+2,126
+22% +$150K 0.2% 99
2016
Q4 		$679K Buy
9,776
+1,595
+19% +$108K 0.18% 97
2016
Q3 		$570K Buy
8,181
+2,008
+33% +$139K 0.15% 104
2016
Q2 		$430K Buy
+6,173
New +$403K 0.12% 116
2014
Q1 		$240K Buy
+4,092
New +$393K 0.07% 134

Other funds holding MLPA

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Whitegate Investment Counselors's MLPA Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Global X MLP ETF (MLPA) in Q4 2021, closing a stake of 16,595 shares — an estimated $585K sold.

Whitegate Investment Counselors first reported a position in MLPA in Q1 2014 and held it in 23 quarters. The position peaked at $1.02M in Q4 2019. 137 funds tracked by Wall St. Rank hold MLPA as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Global X MLP ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 16,595 Global X MLP ETF shares in Q4 2021, an estimated $585K.
  • Whitegate Investment Counselors first reported a position in Global X MLP ETF in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's Global X MLP ETF position peaked at $1.02M in Q4 2019.
  • 137 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.