Essex Financial Services’s Global Partners GLP Stock Holding History

Essex Financial Services’s Portfolio GLP Stock Details GLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-12,000	Closed	-$106K	–	252
2020 Q1	$106K	Buy	12,000 +2,000	+20%	+$33.6K	0.04%	237
2019 Q4	$202K	Hold	10,000	–	–	0.06%	252
2019 Q3	$196K	Buy	+10,000	New	+$197K	0.06%	237

Other funds holding GLP

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Essex Financial Services's GLP Position: Q2 2020 in Review

Essex Financial Services sold out of Global Partners (GLP) in Q2 2020, closing a stake of 12,000 shares — an estimated $106K sold.

Essex Financial Services first reported a position in GLP in Q3 2019 and held it in 3 quarters. The position peaked at $202K in Q4 2019. 59 funds tracked by Wall St. Rank hold GLP as of Q2 2020.

Essex Financial Services reported no remaining Global Partners position as of Q2 2020 after selling out during the quarter.
Essex Financial Services sold 12,000 Global Partners shares in Q2 2020, an estimated $106K.
Essex Financial Services first reported a position in Global Partners in Q3 2019 and held it in 3 quarters.
Essex Financial Services's Global Partners position peaked at $202K in Q4 2019.
59 funds tracked by Wall St. Rank held Global Partners as of Q2 2020.

Based on Essex Financial Services's 13F filing for Q2 2020, filed 6 Aug 2020.