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Kelly Financial Services’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Kelly Financial Services’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
Q4 		– Sell
-60
Closed -$2.15K – 695
2021
Q3 		$2.15K Buy
+60
New +$2.08K ﹤0.01% 505

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Kelly Financial Services's MLPX Position: Q4 2021 in Review

Kelly Financial Services sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2021, closing a stake of 60 shares — an estimated $2.15K sold.

Kelly Financial Services first reported a position in MLPX in Q3 2021 and held it in 1 quarter. The position peaked at $2.15K in Q3 2021. 133 funds tracked by Wall St. Rank hold MLPX as of Q4 2021.

  • Kelly Financial Services reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2021 after selling out during the quarter.
  • Kelly Financial Services sold 60 Global X MLP & Energy Infrastructure ETF shares in Q4 2021, an estimated $2.15K.
  • Kelly Financial Services first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2021 and held it in 1 quarter.
  • Kelly Financial Services's Global X MLP & Energy Infrastructure ETF position peaked at $2.15K in Q3 2021.
  • 133 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2021.

Based on Kelly Financial Services's 13F filing for Q4 2021, filed 17 Jul 2024.