Whitney & Co’s Global X MLP ETF MLPA Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-66	Closed	-$4K	–	310
2018 Q3	$4K	Hold	66	–	–	﹤0.01%	415
2018 Q2	$4K	Buy	+66	New	+$3.61K	﹤0.01%	278

Other funds holding MLPA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Whitney & Co's MLPA Position: Q4 2018 in Review

Whitney & Co sold out of Global X MLP ETF (MLPA) in Q4 2018, closing a stake of 66 shares — an estimated $4K sold.

Whitney & Co first reported a position in MLPA in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 147 funds tracked by Wall St. Rank hold MLPA as of Q4 2018.

Whitney & Co reported no remaining Global X MLP ETF position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 66 Global X MLP ETF shares in Q4 2018, an estimated $4K.
Whitney & Co first reported a position in Global X MLP ETF in Q2 2018 and held it in 2 quarters.
Whitney & Co's Global X MLP ETF position peaked at $4K in Q3 2018.
147 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.