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Calton & Associates’s Global X MLP ETF MLPA Stock Holding History

Calton & Associates’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
Q1 		– Sell
-244
Closed -$15K – 918
2017
Q4 		$15K Buy
+244
New +$14.3K ﹤0.01% 958

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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Calton & Associates sold out of Global X MLP ETF (MLPA) in Q1 2018, closing a stake of 244 shares — an estimated $15K sold.

Calton & Associates first reported a position in MLPA in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 118 funds tracked by Wall St. Rank hold MLPA as of Q1 2018.

  • Calton & Associates reported no remaining Global X MLP ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 244 Global X MLP ETF shares in Q1 2018, an estimated $15K.
  • Calton & Associates first reported a position in Global X MLP ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Global X MLP ETF position peaked at $15K in Q4 2017.
  • 118 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2018.

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