CWM
MLPA icon

Concert Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-167
Closed -$12K – 760
2016
Q3 		$12K Buy
+167
New +$11.5K ﹤0.01% 933

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

Concert Wealth Management's MLPA Position: Q4 2016 in Review

Concert Wealth Management sold out of Global X MLP ETF (MLPA) in Q4 2016, closing a stake of 167 shares — an estimated $12K sold.

Concert Wealth Management first reported a position in MLPA in Q3 2016 and held it in 1 quarter. The position peaked at $12K in Q3 2016. 59 funds tracked by Wall St. Rank hold MLPA as of Q4 2016.

  • Concert Wealth Management reported no remaining Global X MLP ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 167 Global X MLP ETF shares in Q4 2016, an estimated $12K.
  • Concert Wealth Management first reported a position in Global X MLP ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Global X MLP ETF position peaked at $12K in Q3 2016.
  • 59 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.