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Hochman Cole Investment Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Hochman Cole Investment Advisors’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
Q4 		– Sell
-6,245
Closed -$230K – 113
2019
Q3 		$230K Sell
6,245
-268
-4% -$9.96K 0.14% 98
2019
Q2 		$253K Hold
6,513
– – 0.15% 101
2019
Q1 		$258K Hold
6,513
– – 0.15% 101
2018
Q4 		$214K Buy
+6,513
New +$240K 0.15% 102

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
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hochman Cole Investment Advisors's MLPX Position: Q4 2019 in Review

Hochman Cole Investment Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2019, closing a stake of 6,245 shares — an estimated $230K sold.

Hochman Cole Investment Advisors first reported a position in MLPX in Q4 2018 and held it in 4 quarters. The position peaked at $258K in Q1 2019. 126 funds tracked by Wall St. Rank hold MLPX as of Q4 2019.

  • Hochman Cole Investment Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2019 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 6,245 Global X MLP & Energy Infrastructure ETF shares in Q4 2019, an estimated $230K.
  • Hochman Cole Investment Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and held it in 4 quarters.
  • Hochman Cole Investment Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $258K in Q1 2019.
  • 126 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2019.

Based on Hochman Cole Investment Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.