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Aspiriant LLC’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Aspiriant LLC’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
2017
Q4 		– Sell
-4,342
Closed -$180K – 137
2017
Q3 		$180K Hold
4,342
– – 0.02% 197
2017
Q2 		$180K Buy
+4,342
New +$183K 0.02% 204

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
RI
RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Aspiriant LLC's MLPX Position: Q4 2017 in Review

Aspiriant LLC sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2017, closing a stake of 4,342 shares — an estimated $180K sold.

Aspiriant LLC first reported a position in MLPX in Q2 2017 and held it in 2 quarters. The position peaked at $180K in Q3 2017. 73 funds tracked by Wall St. Rank hold MLPX as of Q4 2017.

  • Aspiriant LLC reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2017 after selling out during the quarter.
  • Aspiriant LLC sold 4,342 Global X MLP & Energy Infrastructure ETF shares in Q4 2017, an estimated $180K.
  • Aspiriant LLC first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2017 and held it in 2 quarters.
  • Aspiriant LLC's Global X MLP & Energy Infrastructure ETF position peaked at $180K in Q3 2017.
  • 73 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2017.

Based on Aspiriant LLC's 13F filing for Q4 2017, filed 31 Jan 2018.