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Ken Stern & Associates’s Global X MLP ETF MLPA Stock Holding History

Ken Stern & Associates’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
2018
Q3 		$346K Hold
6,037
– – 0.15% 88
2018
Q2 		$332K Buy
+6,037
New +$330K 0.15% 89

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Ken Stern & Associates's MLPA Position: Q3 2018 in Review

Ken Stern & Associates held its Global X MLP ETF (MLPA) position steady in Q3 2018 at 6,037 shares worth $346K. The position accounts for 0.15% of the portfolio, ranked #88.

Ken Stern & Associates first reported a position in MLPA in Q2 2018 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold MLPA as of Q3 2018.

  • Ken Stern & Associates held 6,037 shares of Global X MLP ETF worth $346K as of Q3 2018.
  • Ken Stern & Associates left its Global X MLP ETF share count unchanged in Q3 2018.
  • Global X MLP ETF made up 0.15% of Ken Stern & Associates's portfolio in Q3 2018, its #88 holding.
  • Ken Stern & Associates first reported a position in Global X MLP ETF in Q2 2018 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2018.

Based on Ken Stern & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.