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

Concert 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
2017 Q2	–	Sell	-3,333	Closed	-$149K	–	328
2017 Q1	$149K	Hold	3,333	–	–	0.03%	461
2016 Q4	$149K	Hold	3,333	–	–	0.03%	463
2016 Q3	$152K	Hold	3,333	–	–	0.02%	699
2016 Q2	$138K	Sell	3,333 -134	-4%	-$5.1K	0.02%	633
2016 Q1	$120K	Hold	3,467	–	–	0.02%	639
2015 Q4	$121K	Buy	+3,467	New	+$140K	0.02%	641

Other funds holding MLPX

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

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

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Concert Wealth Management's MLPX Position: Q2 2017 in Review

Concert Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2017, closing a stake of 3,333 shares — an estimated $149K sold.

Concert Wealth Management first reported a position in MLPX in Q4 2015 and held it in 6 quarters. The position peaked at $152K in Q3 2016. 53 funds tracked by Wall St. Rank hold MLPX as of Q2 2017.

Concert Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 3,333 Global X MLP & Energy Infrastructure ETF shares in Q2 2017, an estimated $149K.
Concert Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2015 and held it in 6 quarters.
Concert Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $152K in Q3 2016.
53 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.