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King Wealth Management Group’s Global Partners GLP Stock Holding History

King Wealth Management Group’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
2015
Q3 		– Sell
-6,625
Closed -$215K – 115
2015
Q2 		$215K Hold
6,625
– – 0.12% 103
2015
Q1 		$230K Hold
6,625
– – 0.13% 92
2014
Q4 		$219K Buy
+6,625
New +$258K 0.12% 108

Other funds holding GLP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

King Wealth Management Group's GLP Position: Q3 2015 in Review

King Wealth Management Group sold out of Global Partners (GLP) in Q3 2015, closing a stake of 6,625 shares — an estimated $215K sold.

King Wealth Management Group first reported a position in GLP in Q4 2014 and held it in 3 quarters. The position peaked at $230K in Q1 2015. 66 funds tracked by Wall St. Rank hold GLP as of Q3 2015.

  • King Wealth Management Group reported no remaining Global Partners position as of Q3 2015 after selling out during the quarter.
  • King Wealth Management Group sold 6,625 Global Partners shares in Q3 2015, an estimated $215K.
  • King Wealth Management Group first reported a position in Global Partners in Q4 2014 and held it in 3 quarters.
  • King Wealth Management Group's Global Partners position peaked at $230K in Q1 2015.
  • 66 funds tracked by Wall St. Rank held Global Partners as of Q3 2015.

Based on King Wealth Management Group's 13F filing for Q3 2015, filed 10 Nov 2015.