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Arete Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Arete Wealth Advisors’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
Q1 		– Sell
-4,958
Closed -$183K – 387
2019
Q4 		$183K Buy
+4,958
New +$174K 0.03% 376

Other funds holding MLPX

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Morgan Stanley
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
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arete Wealth Advisors's MLPX Position: Q1 2020 in Review

Arete Wealth Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2020, closing a stake of 4,958 shares — an estimated $183K sold.

Arete Wealth Advisors first reported a position in MLPX in Q4 2019 and held it in 1 quarter. The position peaked at $183K in Q4 2019. 113 funds tracked by Wall St. Rank hold MLPX as of Q1 2020.

  • Arete Wealth Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,958 Global X MLP & Energy Infrastructure ETF shares in Q1 2020, an estimated $183K.
  • Arete Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2019 and held it in 1 quarter.
  • Arete Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $183K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2020.

Based on Arete Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.