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Calton & Associates’s iPath Select MLP ETN ATMP Stock Holding History

Calton & Associates’s Portfolio ATMP Stock Details ATMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-190
Closed -$4K – 400
2017
Q4 		$4K Buy
+190
New +$3.9K ﹤0.01% 1279

Other funds holding ATMP

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
NAM
North American Management Boston, Massachusetts $738M AUM 49.23% 1-Year Est. Return

Calton & Associates's ATMP Position: Q1 2018 in Review

Calton & Associates sold out of iPath Select MLP ETN (ATMP) in Q1 2018, closing a stake of 190 shares — an estimated $4K sold.

Calton & Associates first reported a position in ATMP in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 33 funds tracked by Wall St. Rank hold ATMP as of Q1 2018.

  • Calton & Associates reported no remaining iPath Select MLP ETN position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 190 iPath Select MLP ETN shares in Q1 2018, an estimated $4K.
  • Calton & Associates first reported a position in iPath Select MLP ETN in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iPath Select MLP ETN position peaked at $4K in Q4 2017.
  • 33 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.