CIA
MLPX icon

Cape Investment Advisory’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Cape Investment Advisory’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
Q3 		– Sell
-63
Closed -$2.62K – 938
2023
Q2 		$2.62K Buy
63
+7
+13% +$280 ﹤0.01% 749
2023
Q1 		$2.24K Buy
+56
New +$2.28K ﹤0.01% 798

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

Cape Investment Advisory's MLPX Position: Q3 2023 in Review

Cape Investment Advisory sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2023, closing a stake of 63 shares — an estimated $2.62K sold.

Cape Investment Advisory first reported a position in MLPX in Q1 2023 and held it in 2 quarters. The position peaked at $2.62K in Q2 2023. 176 funds tracked by Wall St. Rank hold MLPX as of Q3 2023.

  • Cape Investment Advisory reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 63 Global X MLP & Energy Infrastructure ETF shares in Q3 2023, an estimated $2.62K.
  • Cape Investment Advisory first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2023 and held it in 2 quarters.
  • Cape Investment Advisory's Global X MLP & Energy Infrastructure ETF position peaked at $2.62K in Q2 2023.
  • 176 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2023.

Based on Cape Investment Advisory's 13F filing for Q3 2023, filed 7 Nov 2023.