PWM
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Paulson Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Paulson Wealth Management’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
Q1 		– Sell
-159
Closed -$9K – 362
2017
Q4 		$9K Buy
+159
New +$9.29K 0.01% 379

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
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Paulson Wealth Management's MLPA Position: Q1 2018 in Review

Paulson Wealth Management sold out of Global X MLP ETF (MLPA) in Q1 2018, closing a stake of 159 shares — an estimated $9K sold.

Paulson Wealth Management first reported a position in MLPA in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 118 funds tracked by Wall St. Rank hold MLPA as of Q1 2018.

  • Paulson Wealth Management reported no remaining Global X MLP ETF position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 159 Global X MLP ETF shares in Q1 2018, an estimated $9K.
  • Paulson Wealth Management first reported a position in Global X MLP ETF in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Global X MLP ETF position peaked at $9K in Q4 2017.
  • 118 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.