Advantage Investment Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Advantage Investment 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
2019 Q3	$12K	Sell	327 -490	-60%	-$18.2K	0.01%	615
2019 Q2	$32K	Sell	817 -186	-19%	-$7.23K	0.02%	438
2019 Q1	$40K	Buy	1,003 +16	+2%	+$607	0.03%	390
2018 Q4	$32K	Sell	987 -392	-28%	-$14.4K	0.02%	425
2018 Q3	$55K	Sell	1,379 -657	-32%	-$26.9K	0.04%	373
2018 Q2	$81K	Sell	2,036 -10,497	-84%	-$401K	0.06%	289
2018 Q1	$443K	Buy	12,533 +1,752	+16%	+$68.9K	0.17%	110
2017 Q4	$440K	Buy	10,781 +1,434	+15%	+$56.6K	0.14%	119
2017 Q3	$387K	Buy	9,347 +2,008	+27%	+$82.5K	0.13%	120
2017 Q2	$304K	Buy	7,339 +931	+15%	+$39.2K	0.11%	132
2017 Q1	$284K	Buy	+6,408	New	+$285K	0.11%	124

Other funds holding MLPX

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

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

MIS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Advantage Investment Management's MLPX Position: Q3 2019 in Review

Advantage Investment Management reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 60% in Q3 2019, selling an estimated $18.2K and leaving 327 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #615.

Advantage Investment Management first reported a position in MLPX in Q1 2017 and has held it in 11 quarters since. The position peaked at $443K in Q1 2018. 113 funds tracked by Wall St. Rank hold MLPX as of Q3 2019.

Advantage Investment Management held 327 shares of Global X MLP & Energy Infrastructure ETF worth $12K as of Q3 2019.
Advantage Investment Management sold 490 Global X MLP & Energy Infrastructure ETF shares in Q3 2019, an estimated $18.2K.
Global X MLP & Energy Infrastructure ETF made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #615 holding.
Advantage Investment Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2017 and has held it in 11 quarters since.
Advantage Investment Management's Global X MLP & Energy Infrastructure ETF position peaked at $443K in Q1 2018.
113 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.