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FormulaFolio Investments’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-17,544
Closed -$473K – 672
2020
Q4 		$473K Buy
+17,544
New +$445K 0.01% 451

Other funds holding MLPX

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

FormulaFolio Investments's MLPX Position: Q1 2021 in Review

FormulaFolio Investments sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2021, closing a stake of 17,544 shares — an estimated $473K sold.

FormulaFolio Investments first reported a position in MLPX in Q4 2020 and held it in 1 quarter. The position peaked at $473K in Q4 2020. 117 funds tracked by Wall St. Rank hold MLPX as of Q1 2021.

  • FormulaFolio Investments reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 17,544 Global X MLP & Energy Infrastructure ETF shares in Q1 2021, an estimated $473K.
  • FormulaFolio Investments first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Global X MLP & Energy Infrastructure ETF position peaked at $473K in Q4 2020.
  • 117 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.