IFG Advisory’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

IFG Advisory’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
2018 Q4	–	Sell	-7,357	Closed	-$335K	–	357
2018 Q3	$335K	Sell	7,357 -24	-0.3%	-$984	0.06%	274
2018 Q2	$341K	Buy	7,381 +455	+7%	+$17.4K	0.07%	252
2018 Q1	$302K	Buy	+6,926	New	+$272K	0.07%	265

Other funds holding MLPX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

IFG Advisory's MLPX Position: Q4 2018 in Review

IFG Advisory sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2018, closing a stake of 7,357 shares — an estimated $335K sold.

IFG Advisory first reported a position in MLPX in Q1 2018 and held it in 3 quarters. The position peaked at $341K in Q2 2018. 99 funds tracked by Wall St. Rank hold MLPX as of Q4 2018.

IFG Advisory reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2018 after selling out during the quarter.
IFG Advisory sold 7,357 Global X MLP & Energy Infrastructure ETF shares in Q4 2018, an estimated $335K.
IFG Advisory first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2018 and held it in 3 quarters.
IFG Advisory's Global X MLP & Energy Infrastructure ETF position peaked at $341K in Q2 2018.
99 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2018.

Based on IFG Advisory's 13F filing for Q4 2018, filed 7 Feb 2019.