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AllSquare Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

AllSquare Wealth 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 		– Sell
-414
Closed -$16K – 464
2019
Q2 		$16K Buy
+414
New +$16.1K 0.01% 284

Other funds holding MLPX

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
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
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

AllSquare Wealth Management's MLPX Position: Q3 2019 in Review

AllSquare Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2019, closing a stake of 414 shares — an estimated $16K sold.

AllSquare Wealth Management first reported a position in MLPX in Q2 2019 and held it in 1 quarter. The position peaked at $16K in Q2 2019. 113 funds tracked by Wall St. Rank hold MLPX as of Q3 2019.

  • AllSquare Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2019 after selling out during the quarter.
  • AllSquare Wealth Management sold 414 Global X MLP & Energy Infrastructure ETF shares in Q3 2019, an estimated $16K.
  • AllSquare Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2019 and held it in 1 quarter.
  • AllSquare Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $16K in Q2 2019.
  • 113 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2019.

Based on AllSquare Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.