Avestar Capital’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Avestar Capital’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	-32,016	Closed	-$1.18M	–	185
2019 Q4	$1.18M	Sell	32,016 -6,136	-16%	-$215K	0.67%	38
2019 Q3	$1.41M	Buy	38,152 +396	+1%	+$14.7K	0.88%	25
2019 Q2	$1.44M	Buy	37,756 +2,119	+6%	+$82.4K	0.91%	20
2019 Q1	$1.39M	Buy	35,637 +22,725	+176%	+$863K	0.91%	20
2018 Q4	$415K	Sell	12,912 -33,166	-72%	-$1.22M	0.28%	62
2018 Q3	$1.82M	Buy	46,078 +9,468	+26%	+$388K	1.06%	25
2018 Q2	$1.44M	Buy	36,610 +35,166	+2,435%	+$1.34M	0.91%	26
2018 Q1	$50K	Sell	1,444 -2,742	-66%	-$108K	0.03%	252
2017 Q4	$192K	Buy	+4,186	New	+$165K	0.14%	81

Other funds holding MLPX

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

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

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avestar Capital's MLPX Position: Q1 2020 in Review

Avestar Capital sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2020, closing a stake of 32,016 shares — an estimated $1.18M sold.

Avestar Capital first reported a position in MLPX in Q4 2017 and held it in 9 quarters. The position peaked at $1.82M in Q3 2018. 113 funds tracked by Wall St. Rank hold MLPX as of Q1 2020.

Avestar Capital reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2020 after selling out during the quarter.
Avestar Capital sold 32,016 Global X MLP & Energy Infrastructure ETF shares in Q1 2020, an estimated $1.18M.
Avestar Capital first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2017 and held it in 9 quarters.
Avestar Capital's Global X MLP & Energy Infrastructure ETF position peaked at $1.82M in Q3 2018.
113 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2020.

Based on Avestar Capital's 13F filing for Q1 2020, filed 12 May 2020.