WAS
GLP icon

WESPAC Advisors SoCal’s Global Partners GLP Stock Holding History

WESPAC Advisors SoCal’s Portfolio GLP Stock Details GLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-400
Closed -$6K – 279
2017
Q4 		$6K Hold
400
– – ﹤0.01% 206
2017
Q3 		$6K Hold
400
– – ﹤0.01% 218
2017
Q2 		$7K Buy
+400
New +$7.51K ﹤0.01% 197

Other funds holding GLP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WESPAC Advisors SoCal's GLP Position: Q1 2018 in Review

WESPAC Advisors SoCal sold out of Global Partners (GLP) in Q1 2018, closing a stake of 400 shares — an estimated $6K sold.

WESPAC Advisors SoCal first reported a position in GLP in Q2 2017 and held it in 3 quarters. The position peaked at $7K in Q2 2017. 60 funds tracked by Wall St. Rank hold GLP as of Q1 2018.

  • WESPAC Advisors SoCal reported no remaining Global Partners position as of Q1 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 400 Global Partners shares in Q1 2018, an estimated $6K.
  • WESPAC Advisors SoCal first reported a position in Global Partners in Q2 2017 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Global Partners position peaked at $7K in Q2 2017.
  • 60 funds tracked by Wall St. Rank held Global Partners as of Q1 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2018, filed 16 Apr 2018.