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Advisor Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Advisor Group’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
Q4 		$241K Sell
6,555
-1,944
-23% -$68.3K ﹤0.01% 2241
2019
Q3 		$315K Buy
8,499
+2,358
+38% +$87.6K ﹤0.01% 1972
2019
Q2 		$238K Sell
6,141
-2,099
-25% -$81.6K ﹤0.01% 2168
2019
Q1 		$326K Buy
8,240
+1,142
+16% +$43.4K ﹤0.01% 1903
2018
Q4 		$232K Buy
7,098
+5,170
+268% +$190K ﹤0.01% 1976
2018
Q3 		$77K Sell
1,928
-319
-14% -$13.1K ﹤0.01% 2947
2018
Q2 		$90K Buy
2,247
+320
+17% +$12.2K ﹤0.01% 2605
2018
Q1 		$69K Sell
1,927
-14
-0.7% -$551 ﹤0.01% 2841
2017
Q4 		$80K Buy
1,941
+1,063
+121% +$42K ﹤0.01% 2743
2017
Q3 		$37K Buy
878
+100
+13% +$4.11K ﹤0.01% 3157
2017
Q2 		$32K Buy
778
+50
+7% +$2.11K ﹤0.01% 3156
2017
Q1 		$32K Sell
728
-187
-20% -$8.32K ﹤0.01% 3036
2016
Q4 		$41K Buy
915
+267
+41% +$11.8K ﹤0.01% 2761
2016
Q3 		$29K Sell
648
-24
-4% -$1.03K ﹤0.01% 2909
2016
Q2 		$27K Buy
+672
New +$25.6K ﹤0.01% 2863

Other funds holding MLPX

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group's MLPX Position: Q4 2019 in Review

Advisor Group reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 23% in Q4 2019, selling an estimated $68.3K and leaving 6,555 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2241.

Advisor Group first reported a position in MLPX in Q2 2016 and has held it in 15 quarters since. The position peaked at $326K in Q1 2019. 126 funds tracked by Wall St. Rank hold MLPX as of Q4 2019.

  • Advisor Group held 6,555 shares of Global X MLP & Energy Infrastructure ETF worth $241K as of Q4 2019.
  • Advisor Group sold 1,944 Global X MLP & Energy Infrastructure ETF shares in Q4 2019, an estimated $68.3K.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2241 holding.
  • Advisor Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Global X MLP & Energy Infrastructure ETF position peaked at $326K in Q1 2019.
  • 126 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.