FGAM
MLPY

Financial Gravity Asset Management’s Morgan Stanley Cushing MLP High Income Index ETN MLPY Stock Holding History

Financial Gravity Asset Management’s Portfolio MLPY Stock Details MLPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-207
Closed -$1K – 1662
2019
Q2 		$1K Buy
+207
New +$1.25K ﹤0.01% 1178
2018
Q3 		$8K Buy
+1,367
New +$9.18K 0.01% 640
2018
Q2 		– Sell
-933
Closed -$6K – 1680
2018
Q1 		$6K Buy
+933
New +$6.55K 0.01% 707

Other funds holding MLPY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Financial Gravity Asset Management's MLPY Position: Q3 2019 in Review

Financial Gravity Asset Management sold out of Morgan Stanley Cushing MLP High Income Index ETN (MLPY) in Q3 2019, closing a stake of 207 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in MLPY in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 5 funds tracked by Wall St. Rank hold MLPY as of Q3 2019.

  • Financial Gravity Asset Management reported no remaining Morgan Stanley Cushing MLP High Income Index ETN position as of Q3 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 207 Morgan Stanley Cushing MLP High Income Index ETN shares in Q3 2019, an estimated $1K.
  • Financial Gravity Asset Management first reported a position in Morgan Stanley Cushing MLP High Income Index ETN in Q1 2018 and held it in 3 quarters.
  • Financial Gravity Asset Management's Morgan Stanley Cushing MLP High Income Index ETN position peaked at $8K in Q3 2018.
  • 5 funds tracked by Wall St. Rank held Morgan Stanley Cushing MLP High Income Index ETN as of Q3 2019.

Based on Financial Gravity Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.