PCP
MLPA icon

Proficio Capital Partners’s Global X MLP ETF MLPA Stock Holding History

Proficio Capital Partners’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
2017
Q4 		– Sell
-1,508
Closed -$93K – 1296
2017
Q3 		$93K Buy
+1,508
New +$94.7K 0.04% 255

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
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Proficio Capital Partners's MLPA Position: Q4 2017 in Review

Proficio Capital Partners sold out of Global X MLP ETF (MLPA) in Q4 2017, closing a stake of 1,508 shares — an estimated $93K sold.

Proficio Capital Partners first reported a position in MLPA in Q3 2017 and held it in 1 quarter. The position peaked at $93K in Q3 2017. 110 funds tracked by Wall St. Rank hold MLPA as of Q4 2017.

  • Proficio Capital Partners reported no remaining Global X MLP ETF position as of Q4 2017 after selling out during the quarter.
  • Proficio Capital Partners sold 1,508 Global X MLP ETF shares in Q4 2017, an estimated $93K.
  • Proficio Capital Partners first reported a position in Global X MLP ETF in Q3 2017 and held it in 1 quarter.
  • Proficio Capital Partners's Global X MLP ETF position peaked at $93K in Q3 2017.
  • 110 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2017.

Based on Proficio Capital Partners's 13F filing for Q4 2017, filed 9 Feb 2018.