CWP
MLPX icon

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

Capital Wealth Planning’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
-4,794
Closed -$173K – 226
2019
Q3 		$173K Sell
4,794
-1,984
-29% -$73.7K 0.01% 246
2019
Q2 		$263K Buy
+6,778
New +$264K 0.02% 200

Other funds holding MLPX

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Wealth Planning's MLPX Position: Q4 2019 in Review

Capital Wealth Planning sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2019, closing a stake of 4,794 shares — an estimated $173K sold.

Capital Wealth Planning first reported a position in MLPX in Q2 2019 and held it in 2 quarters. The position peaked at $263K in Q2 2019. 126 funds tracked by Wall St. Rank hold MLPX as of Q4 2019.

  • Capital Wealth Planning reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Wealth Planning sold 4,794 Global X MLP & Energy Infrastructure ETF shares in Q4 2019, an estimated $173K.
  • Capital Wealth Planning first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2019 and held it in 2 quarters.
  • Capital Wealth Planning's Global X MLP & Energy Infrastructure ETF position peaked at $263K in Q2 2019.
  • 126 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2019.

Based on Capital Wealth Planning's 13F filing for Q4 2019, filed 26 Feb 2020.