Whittier Trust’s Global X MLP ETF MLPA Stock Holding History

Whittier Trust’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
2024 Q4	–	Sell	-312	Closed	-$15K	–	1586
2024 Q3	$15K	Buy	+312	New	+$15K	﹤0.01%	1186

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

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

Whittier Trust's MLPA Position: Q4 2024 in Review

Whittier Trust sold out of Global X MLP ETF (MLPA) in Q4 2024, closing a stake of 312 shares — an estimated $15K sold.

Whittier Trust first reported a position in MLPA in Q3 2024 and held it in 1 quarter. The position peaked at $15K in Q3 2024. 219 funds tracked by Wall St. Rank hold MLPA as of Q4 2024.

Whittier Trust reported no remaining Global X MLP ETF position as of Q4 2024 after selling out during the quarter.
Whittier Trust sold 312 Global X MLP ETF shares in Q4 2024, an estimated $15K.
Whittier Trust first reported a position in Global X MLP ETF in Q3 2024 and held it in 1 quarter.
Whittier Trust's Global X MLP ETF position peaked at $15K in Q3 2024.
219 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.