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Institutional & Family Asset Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Institutional & Family Asset Management’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
Q3 		– Sell
-10
Closed – – 948
2021
Q2 		$0 Hold
10
– – ﹤0.01% 987
2021
Q1 		$0 Buy
+10
New +$302 ﹤0.01% 974

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return

Institutional & Family Asset Management's MLPX Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2021, closing a stake of 10 shares.

Institutional & Family Asset Management first reported a position in MLPX in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 119 funds tracked by Wall St. Rank hold MLPX as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 10 Global X MLP & Energy Infrastructure ETF shares in Q3 2021.
  • Institutional & Family Asset Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Global X MLP & Energy Infrastructure ETF position peaked at $0 in Q2 2021.
  • 119 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.