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Cambridge Trust’s Global X MLP ETF MLPA Stock Holding History

Cambridge Trust’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
2017
Q3 		– Sell
-2,483
Closed -$163K – 254
2017
Q2 		$163K Hold
2,483
– – 0.01% 244
2017
Q1 		$173K Buy
+2,483
New +$175K 0.01% 266

Other funds holding MLPA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cambridge Trust's MLPA Position: Q3 2017 in Review

Cambridge Trust sold out of Global X MLP ETF (MLPA) in Q3 2017, closing a stake of 2,483 shares — an estimated $163K sold.

Cambridge Trust first reported a position in MLPA in Q1 2017 and held it in 2 quarters. The position peaked at $173K in Q1 2017. 87 funds tracked by Wall St. Rank hold MLPA as of Q3 2017.

  • Cambridge Trust reported no remaining Global X MLP ETF position as of Q3 2017 after selling out during the quarter.
  • Cambridge Trust sold 2,483 Global X MLP ETF shares in Q3 2017, an estimated $163K.
  • Cambridge Trust first reported a position in Global X MLP ETF in Q1 2017 and held it in 2 quarters.
  • Cambridge Trust's Global X MLP ETF position peaked at $173K in Q1 2017.
  • 87 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2017.

Based on Cambridge Trust's 13F filing for Q3 2017, filed 2 Nov 2017.