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Hazlett, Burt & Watson’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Hazlett, Burt & Watson’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
Q1 		– Sell
-75
Closed -$3K – 664
2022
Q4 		$3K Hold
75
– – ﹤0.01% 561
2022
Q3 		$3K Hold
75
– – ﹤0.01% 556
2022
Q2 		$3K Hold
75
– – ﹤0.01% 546
2022
Q1 		$3K Buy
+75
New +$2.96K ﹤0.01% 547

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hazlett, Burt & Watson's MLPX Position: Q1 2023 in Review

Hazlett, Burt & Watson sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2023, closing a stake of 75 shares — an estimated $3K sold.

Hazlett, Burt & Watson first reported a position in MLPX in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q4 2022. 179 funds tracked by Wall St. Rank hold MLPX as of Q1 2023.

  • Hazlett, Burt & Watson reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 75 Global X MLP & Energy Infrastructure ETF shares in Q1 2023, an estimated $3K.
  • Hazlett, Burt & Watson first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2022 and held it in 4 quarters.
  • Hazlett, Burt & Watson's Global X MLP & Energy Infrastructure ETF position peaked at $3K in Q4 2022.
  • 179 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2023, filed 27 Apr 2023.