LPL Financial’s Global X Permanent ETF PERM Stock Holding History

LPL Financial’s Portfolio PERM Stock Details PERM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-14,496	Closed	-$371K	–	3133
2017 Q3	$371K	Buy	14,496 +4,831	+50%	+$123K	﹤0.01%	2184
2017 Q2	$243K	Buy	+9,665	New	+$241K	﹤0.01%	2446
2014 Q2	–	Sell	-8,412	Closed	-$201K	–	2831
2014 Q1	$201K	Sell	8,412 -2,088	-20%	-$49.3K	﹤0.01%	2445
2013 Q4	$244K	Sell	10,500 -400	-4%	-$9.52K	﹤0.01%	2287
2013 Q3	$258K	Buy	10,900 +300	+3%	+$7.1K	﹤0.01%	2128
2013 Q2	$245K	Buy	+10,600	New	+$259K	﹤0.01%	2055

LPL Financial's PERM Position: Q4 2017 in Review

LPL Financial sold out of Global X Permanent ETF (PERM) in Q4 2017, closing a stake of 14,496 shares — an estimated $371K sold.

LPL Financial first reported a position in PERM in Q2 2013 and held it in 6 quarters. The position peaked at $371K in Q3 2017. 0 funds tracked by Wall St. Rank hold PERM as of Q4 2017.

LPL Financial reported no remaining Global X Permanent ETF position as of Q4 2017 after selling out during the quarter.
LPL Financial sold 14,496 Global X Permanent ETF shares in Q4 2017, an estimated $371K.
LPL Financial first reported a position in Global X Permanent ETF in Q2 2013 and held it in 6 quarters.
LPL Financial's Global X Permanent ETF position peaked at $371K in Q3 2017.
0 funds tracked by Wall St. Rank held Global X Permanent ETF as of Q4 2017.

Based on LPL Financial's 13F filing for Q4 2017, filed 14 Feb 2018.