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

Corient Capital Partners’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
2018
Q1 		– Sell
-22,497
Closed -$917K – 274
2017
Q4 		$917K Buy
+22,497
New +$888K 0.16% 140

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OWM
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PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
RI
RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Corient Capital Partners's MLPX Position: Q1 2018 in Review

Corient Capital Partners sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2018, closing a stake of 22,497 shares — an estimated $917K sold.

Corient Capital Partners first reported a position in MLPX in Q4 2017 and held it in 1 quarter. The position peaked at $917K in Q4 2017. 70 funds tracked by Wall St. Rank hold MLPX as of Q1 2018.

  • Corient Capital Partners reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2018 after selling out during the quarter.
  • Corient Capital Partners sold 22,497 Global X MLP & Energy Infrastructure ETF shares in Q1 2018, an estimated $917K.
  • Corient Capital Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2017 and held it in 1 quarter.
  • Corient Capital Partners's Global X MLP & Energy Infrastructure ETF position peaked at $917K in Q4 2017.
  • 70 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2018.

Based on Corient Capital Partners's 13F filing for Q1 2018, filed 14 May 2018.