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

Cornerstone 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
2019 Q2	–	Sell	-1,389	Closed	-$247K	–	455
2019 Q1	$247K	Buy	+1,389	New	+$52.7K	0.03%	438
2018 Q4	–	Sell	-194,787	Closed	-$42.5M	–	839
2018 Q3	$42.5M	Buy	194,787 +130,789	+204%	+$5.36M	0.53%	38
2018 Q2	$14.6M	Buy	63,998 +40,000	+167%	+$1.53M	0.16%	140
2018 Q1	$830K	Buy	23,998 +3,069	+15%	+$121K	0.16%	129
2017 Q4	$882K	Buy	20,929 +6,763	+48%	+$267K	0.17%	127
2017 Q3	$585K	Buy	14,166 +1,063	+8%	+$43.7K	0.12%	171
2017 Q2	$541K	Buy	13,103 +3,375	+35%	+$142K	0.12%	165
2017 Q1	$429K	Buy	+9,728	New	+$433K	0.11%	194

Other funds holding MLPX

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

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return