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Keystone Financial Group (Kentucky)’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Keystone Financial Group (Kentucky)’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
Q1 		– Sell
-6,527
Closed -$432K – 173
2017
Q4 		$432K Buy
+6,527
New +$258K 0.27% 69

Other funds holding MLPX

LPL Financial
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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
RI
RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s MLPX Position: Q1 2018 in Review

Keystone Financial Group (Kentucky) sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2018, closing a stake of 6,527 shares — an estimated $432K sold.

Keystone Financial Group (Kentucky) first reported a position in MLPX in Q4 2017 and held it in 1 quarter. The position peaked at $432K in Q4 2017. 70 funds tracked by Wall St. Rank hold MLPX as of Q1 2018.

  • Keystone Financial Group (Kentucky) reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2018 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 6,527 Global X MLP & Energy Infrastructure ETF shares in Q1 2018, an estimated $432K.
  • Keystone Financial Group (Kentucky) first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2017 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s Global X MLP & Energy Infrastructure ETF position peaked at $432K in Q4 2017.
  • 70 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2018.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2018, filed 15 May 2018.