Bartlett & Co Wealth Management’s Global X Social Media ETF SOCL Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SOCL Stock Details SOCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2	Closed	-$55	–	761
2018 Q4	$55	Hold	2	–	–	﹤0.01%	688
2018 Q3	$64	Hold	2	–	–	﹤0.01%	699
2018 Q2	$71	Buy	+2	New	+$70	﹤0.01%	700

Other funds holding SOCL

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Bartlett & Co Wealth Management's SOCL Position: Q1 2019 in Review

Bartlett & Co Wealth Management sold out of Global X Social Media ETF (SOCL) in Q1 2019, closing a stake of 2 shares — an estimated $55 sold.

Bartlett & Co Wealth Management first reported a position in SOCL in Q2 2018 and held it in 3 quarters. The position peaked at $71 in Q2 2018. 42 funds tracked by Wall St. Rank hold SOCL as of Q1 2019.

Bartlett & Co Wealth Management reported no remaining Global X Social Media ETF position as of Q1 2019 after selling out during the quarter.
Bartlett & Co Wealth Management sold 2 Global X Social Media ETF shares in Q1 2019, an estimated $55.
Bartlett & Co Wealth Management first reported a position in Global X Social Media ETF in Q2 2018 and held it in 3 quarters.
Bartlett & Co Wealth Management's Global X Social Media ETF position peaked at $71 in Q2 2018.
42 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2019, filed 13 Feb 2024.