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 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 $445B AUM 25.58% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

JMPWA

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

MIS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Wealth Management's MLPX Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2019, closing a stake of 1,389 shares — an estimated $247K sold.

Cornerstone Wealth Management first reported a position in MLPX in Q1 2017 and held it in 6 quarters. The position peaked at $882K in Q4 2017. 116 funds tracked by Wall St. Rank hold MLPX as of Q2 2019.

Cornerstone Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2019 after selling out during the quarter.
Cornerstone Wealth Management sold 1,389 Global X MLP & Energy Infrastructure ETF shares in Q2 2019, an estimated $247K.
Cornerstone Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2017 and held it in 6 quarters.
Cornerstone Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $882K in Q4 2017.
116 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.