Avantax Planning Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Avantax Planning Partners’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	–	Sell	-8,329	Closed	-$307K	–	313
2019 Q3	$307K	Hold	8,329	–	–	0.02%	227
2019 Q2	$327K	Sell	8,329 -1,119	-12%	-$43.5K	0.02%	223
2019 Q1	$374K	Sell	9,448 -40,672	-81%	-$1.54M	0.03%	203
2018 Q4	$1.64M	Buy	+50,120	New	+$1.85M	0.12%	69

Other funds holding MLPX

MIM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avantax Planning Partners's MLPX Position: Q4 2019 in Review

Avantax Planning Partners sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2019, closing a stake of 8,329 shares — an estimated $307K sold.

Avantax Planning Partners first reported a position in MLPX in Q4 2018 and held it in 4 quarters. The position peaked at $1.64M in Q4 2018. 126 funds tracked by Wall St. Rank hold MLPX as of Q4 2019.

Avantax Planning Partners reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2019 after selling out during the quarter.
Avantax Planning Partners sold 8,329 Global X MLP & Energy Infrastructure ETF shares in Q4 2019, an estimated $307K.
Avantax Planning Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and held it in 4 quarters.
Avantax Planning Partners's Global X MLP & Energy Infrastructure ETF position peaked at $1.64M in Q4 2018.
126 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2019.

Based on Avantax Planning Partners's 13F filing for Q4 2019, filed 15 Jan 2020.