Jamison Private Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Jamison Private Wealth 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
2023 Q4	–	Sell	-56	Closed	-$2.38K	–	405
2023 Q3	$2.38K	Buy	+56	New	+$2.38K	﹤0.01%	359

Other funds holding MLPX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Jamison Private Wealth Management's MLPX Position: Q4 2023 in Review

Jamison Private Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2023, closing a stake of 56 shares — an estimated $2.38K sold.

Jamison Private Wealth Management first reported a position in MLPX in Q3 2023 and held it in 1 quarter. The position peaked at $2.38K in Q3 2023. 186 funds tracked by Wall St. Rank hold MLPX as of Q4 2023.

Jamison Private Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2023 after selling out during the quarter.
Jamison Private Wealth Management sold 56 Global X MLP & Energy Infrastructure ETF shares in Q4 2023, an estimated $2.38K.
Jamison Private Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2023 and held it in 1 quarter.
Jamison Private Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $2.38K in Q3 2023.
186 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2023.

Based on Jamison Private Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.