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Legacy Bridge’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Legacy Bridge’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
-254
Closed -$9K – 305
2021
Q2 		$9K Hold
254
– – 0.01% 268
2021
Q1 		$8K Hold
254
– – 0.01% 271
2020
Q4 		$7K Hold
254
– – 0.01% 270
2020
Q3 		$6K Hold
254
– – 0.01% 269
2020
Q2 		$6K Buy
+254
New +$6.1K 0.01% 268

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

Legacy Bridge's MLPX Position: Q3 2021 in Review

Legacy Bridge sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2021, closing a stake of 254 shares — an estimated $9K sold.

Legacy Bridge first reported a position in MLPX in Q2 2020 and held it in 5 quarters. The position peaked at $9K in Q2 2021. 119 funds tracked by Wall St. Rank hold MLPX as of Q3 2021.

  • Legacy Bridge reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2021 after selling out during the quarter.
  • Legacy Bridge sold 254 Global X MLP & Energy Infrastructure ETF shares in Q3 2021, an estimated $9K.
  • Legacy Bridge first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2020 and held it in 5 quarters.
  • Legacy Bridge's Global X MLP & Energy Infrastructure ETF position peaked at $9K in Q2 2021.
  • 119 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2021.

Based on Legacy Bridge's 13F filing for Q3 2021, filed 26 Oct 2021.