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Callan Capital’s Global X MLP ETF MLPA Stock Holding History

Callan Capital’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
Q2 		– Sell
-1,833
Closed -$93K – 51
2018
Q1 		$93K Hold
1,833
– – 0.03% 50
2017
Q4 		$108K Buy
+1,833
New +$107K 0.04% 50

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Callan Capital's MLPA Position: Q2 2018 in Review

Callan Capital sold out of Global X MLP ETF (MLPA) in Q2 2018, closing a stake of 1,833 shares — an estimated $93K sold.

Callan Capital first reported a position in MLPA in Q4 2017 and held it in 2 quarters. The position peaked at $108K in Q4 2017. 127 funds tracked by Wall St. Rank hold MLPA as of Q2 2018.

  • Callan Capital reported no remaining Global X MLP ETF position as of Q2 2018 after selling out during the quarter.
  • Callan Capital sold 1,833 Global X MLP ETF shares in Q2 2018, an estimated $93K.
  • Callan Capital first reported a position in Global X MLP ETF in Q4 2017 and held it in 2 quarters.
  • Callan Capital's Global X MLP ETF position peaked at $108K in Q4 2017.
  • 127 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2018.

Based on Callan Capital's 13F filing for Q2 2018, filed 10 Aug 2018.