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Accurate Investment Solutions’s Global X MLP ETF MLPA Stock Holding History

Accurate Investment Solutions’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
Q3 		– Sell
-23
Closed -$1K – 455
2018
Q2 		$1K Hold
23
– – ﹤0.01% 469
2018
Q1 		$1K Hold
23
– – ﹤0.01% 450
2017
Q4 		$1K Hold
23
– – ﹤0.01% 447
2017
Q3 		$1K Buy
+23
New +$1.44K ﹤0.01% 458

Other funds holding MLPA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Accurate Investment Solutions's MLPA Position: Q3 2018 in Review

Accurate Investment Solutions sold out of Global X MLP ETF (MLPA) in Q3 2018, closing a stake of 23 shares — an estimated $1K sold.

Accurate Investment Solutions first reported a position in MLPA in Q3 2017 and held it in 4 quarters. The position peaked at $1K in Q2 2018. 130 funds tracked by Wall St. Rank hold MLPA as of Q3 2018.

  • Accurate Investment Solutions reported no remaining Global X MLP ETF position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 23 Global X MLP ETF shares in Q3 2018, an estimated $1K.
  • Accurate Investment Solutions first reported a position in Global X MLP ETF in Q3 2017 and held it in 4 quarters.
  • Accurate Investment Solutions's Global X MLP ETF position peaked at $1K in Q2 2018.
  • 130 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.