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Foster Dykema Cabot & Co’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Foster Dykema Cabot & Co’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
2023
Q3 		$146K Hold
3,444
– – 0.02% 110
2023
Q2 		$143K Buy
+3,444
New +$138K 0.02% 117

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

Foster Dykema Cabot & Co's MLPX Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q3 2023 at 3,444 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #110.

Foster Dykema Cabot & Co first reported a position in MLPX in Q2 2023 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold MLPX as of Q3 2023.

  • Foster Dykema Cabot & Co held 3,444 shares of Global X MLP & Energy Infrastructure ETF worth $146K as of Q3 2023.
  • Foster Dykema Cabot & Co left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q3 2023.
  • Global X MLP & Energy Infrastructure ETF made up 0.02% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #110 holding.
  • Foster Dykema Cabot & Co first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2023 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.