CPA
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Clear Perspective Advisors’s Global X MLP ETF MLPA Stock Holding History

Clear Perspective Advisors’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
Q4 		– Sell
-28
Closed -$2K – 480
2017
Q3 		$2K Buy
+28
New +$1.76K ﹤0.01% 434

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Clear Perspective Advisors's MLPA Position: Q4 2017 in Review

Clear Perspective Advisors sold out of Global X MLP ETF (MLPA) in Q4 2017, closing a stake of 28 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in MLPA in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 110 funds tracked by Wall St. Rank hold MLPA as of Q4 2017.

  • Clear Perspective Advisors reported no remaining Global X MLP ETF position as of Q4 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 28 Global X MLP ETF shares in Q4 2017, an estimated $2K.
  • Clear Perspective Advisors first reported a position in Global X MLP ETF in Q3 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's Global X MLP ETF position peaked at $2K in Q3 2017.
  • 110 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2017.

Based on Clear Perspective Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.