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First Personal Financial Services’s Global X MLP ETF MLPA Stock Holding History

First Personal Financial Services’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
Q1 		– Sell
-152
Closed -$9K – 364
2015
Q4 		$9K Buy
+152
New +$9.86K 0.01% 301

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Bank of America
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TPW
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EDRIA
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HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
RDM
Retirement Design & Management Westport, Connecticut $160M AUM 4.3% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
CSIA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Personal Financial Services's MLPA Position: Q1 2016 in Review

First Personal Financial Services sold out of Global X MLP ETF (MLPA) in Q1 2016, closing a stake of 152 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in MLPA in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 44 funds tracked by Wall St. Rank hold MLPA as of Q1 2016.

  • First Personal Financial Services reported no remaining Global X MLP ETF position as of Q1 2016 after selling out during the quarter.
  • First Personal Financial Services sold 152 Global X MLP ETF shares in Q1 2016, an estimated $9K.
  • First Personal Financial Services first reported a position in Global X MLP ETF in Q4 2015 and held it in 1 quarter.
  • First Personal Financial Services's Global X MLP ETF position peaked at $9K in Q4 2015.
  • 44 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2016.

Based on First Personal Financial Services's 13F filing for Q1 2016, filed 11 May 2016.