Thrivent Financial for Lutherans
CPTL

Thrivent Financial for Lutherans’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Thrivent Financial for Lutherans’s Portfolio CPTL Stock Details CPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-85
Closed -$2K – 2182
2017
Q3 		$2K Buy
+85
New +$1.51K ﹤0.01% 2290

Other funds holding CPTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Thrivent Financial for Lutherans's CPTL Position: Q4 2017 in Review

Thrivent Financial for Lutherans sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q4 2017, closing a stake of 85 shares — an estimated $2K sold.

Thrivent Financial for Lutherans first reported a position in CPTL in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 10 funds tracked by Wall St. Rank hold CPTL as of Q4 2017.

  • Thrivent Financial for Lutherans reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q4 2017 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 85 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q4 2017, an estimated $2K.
  • Thrivent Financial for Lutherans first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2017 and held it in 1 quarter.
  • Thrivent Financial for Lutherans's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $2K in Q3 2017.
  • 10 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q4 2017.

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