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

KCS Wealth 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
2019
Q4 		– Sell
-188
Closed -$6.94K – 308
2019
Q3 		$6.94K Buy
+188
New +$6.99K ﹤0.01% 378

Other funds holding MLPX

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KCS Wealth Advisory's MLPX Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2019, closing a stake of 188 shares — an estimated $6.94K sold.

KCS Wealth Advisory first reported a position in MLPX in Q3 2019 and held it in 1 quarter. The position peaked at $6.94K in Q3 2019. 126 funds tracked by Wall St. Rank hold MLPX as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 188 Global X MLP & Energy Infrastructure ETF shares in Q4 2019, an estimated $6.94K.
  • KCS Wealth Advisory first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Global X MLP & Energy Infrastructure ETF position peaked at $6.94K in Q3 2019.
  • 126 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.