PFGIA
MLPA icon

Patriot Financial Group Insurance Agency’s Global X MLP ETF MLPA Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-43
Closed -$2K – 798
2018
Q1 		$2K Buy
+43
New +$2.51K ﹤0.01% 874

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MLPA Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of Global X MLP ETF (MLPA) in Q2 2018, closing a stake of 43 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in MLPA in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 127 funds tracked by Wall St. Rank hold MLPA as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Global X MLP ETF position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 43 Global X MLP ETF shares in Q2 2018, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Global X MLP ETF in Q1 2018 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Global X MLP ETF position peaked at $2K in Q1 2018.
  • 127 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.