3D Asset Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

3D Asset Management’s Portfolio MLPX Stock Details MLPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-6,524	Closed	-$120K	–	65
2020 Q1	$120K	Sell	6,524 -48	-0.7%	-$1.46K	0.04%	52
2019 Q4	$242K	Buy	6,572 +6	+0.1%	+$211	0.06%	58
2019 Q3	$242K	Sell	6,566 -364,324	-98%	-$13.5M	0.06%	59
2019 Q2	$14.4M	Sell	370,890 -32,339	-8%	-$1.26M	3.51%	14
2019 Q1	$16M	Buy	403,229 +3,941	+1%	+$150K	3.76%	13
2018 Q4	$13.1M	Buy	+399,288	New	+$14.7M	3.37%	13
2018 Q3	–	Sell	-380,018	Closed	-$15.2M	–	61
2018 Q2	$15.2M	Buy	380,018 +5,242	+1%	+$200K	3.63%	11
2018 Q1	$13.2M	Buy	374,776 +28,558	+8%	+$1.12M	3.13%	13
2017 Q4	$14.1M	Buy	346,218 +16,186	+5%	+$639K	3.28%	13
2017 Q3	$13.7M	Buy	330,032 +27,760	+9%	+$1.14M	3.25%	13
2017 Q2	$12.5M	Buy	302,272 +11,059	+4%	+$466K	3.18%	13
2017 Q1	$12.9M	Buy	+291,213	New	+$13M	3.34%	13

Other funds holding MLPX

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

3D Asset Management's MLPX Position: Q2 2020 in Review

3D Asset Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2020, closing a stake of 6,524 shares — an estimated $120K sold.

3D Asset Management first reported a position in MLPX in Q1 2017 and held it in 12 quarters. The position peaked at $16M in Q1 2019. 107 funds tracked by Wall St. Rank hold MLPX as of Q2 2020.

3D Asset Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2020 after selling out during the quarter.
3D Asset Management sold 6,524 Global X MLP & Energy Infrastructure ETF shares in Q2 2020, an estimated $120K.
3D Asset Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2017 and held it in 12 quarters.
3D Asset Management's Global X MLP & Energy Infrastructure ETF position peaked at $16M in Q1 2019.
107 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2020.

Based on 3D Asset Management's 13F filing for Q2 2020, filed 24 Jul 2020.