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

Baystate 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
2023 Q4	$65.3K	Buy	1,463 +21	+1%	+$912	﹤0.01%	338
2023 Q3	$61.2K	Buy	1,442 +20	+1%	+$850	0.01%	314
2023 Q2	$59.2K	Buy	1,422 +20	+1%	+$801	﹤0.01%	312
2023 Q1	$56K	Sell	1,402 -443	-24%	-$18.1K	﹤0.01%	321
2022 Q4	$75K	Buy	1,845 +23	+1%	+$947	0.01%	283
2022 Q3	$68K	Buy	1,822 +23	+1%	+$936	0.01%	274
2022 Q2	$69K	Buy	1,799 +24	+1%	+$1.01K	0.01%	285
2022 Q1	$76K	Buy	1,775 +23	+1%	+$907	0.01%	275
2021 Q4	$62K	Buy	1,752 +23	+1%	+$848	0.01%	295
2021 Q3	$62K	Buy	1,729 +25	+1%	+$867	0.01%	273
2021 Q2	$62K	Buy	1,704 +26	+2%	+$899	0.01%	257
2021 Q1	$53K	Buy	1,678 +31	+2%	+$936	0.01%	254
2020 Q4	$44K	Buy	1,647 +37	+2%	+$939	0.01%	263
2020 Q3	$36K	Buy	1,610 +1	+0.1%	+$25	﹤0.01%	257
2020 Q2	$40K	Buy	1,609 +32	+2%	+$768	﹤0.01%	242
2020 Q1	$29K	Buy	+1,577	New	+$48K	﹤0.01%	244

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Baystate Wealth Management's MLPX Position: Q4 2023 in Review

Baystate Wealth Management increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 1.5% in Q4 2023, buying an estimated $912 and bringing the position to 1,463 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Baystate Wealth Management first reported a position in MLPX in Q1 2020 and has held it in 16 quarters since. The position peaked at $76K in Q1 2022. 186 funds tracked by Wall St. Rank hold MLPX as of Q4 2023.

Baystate Wealth Management held 1,463 shares of Global X MLP & Energy Infrastructure ETF worth $65.3K as of Q4 2023.
Baystate Wealth Management bought 21 Global X MLP & Energy Infrastructure ETF shares in Q4 2023, an estimated $912.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #338 holding.
Baystate Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2020 and has held it in 16 quarters since.
Baystate Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $76K in Q1 2022.
186 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.