LPL Financial
MLPJ

LPL Financial’s Global X Junior MLP ETF MLPJ Stock Holding History

LPL Financial’s Portfolio MLPJ Stock Details MLPJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-14,889
Closed -$123K – 2873
2016
Q3 		$123K Sell
14,889
-300
-2% -$2.46K ﹤0.01% 2500
2016
Q2 		$123K Sell
15,189
-15,289
-50% -$118K ﹤0.01% 2478
2016
Q1 		$210K Sell
30,478
-1,240
-4% -$8.6K ﹤0.01% 2767
2015
Q4 		$248K Buy
31,718
+13,459
+74% +$120K ﹤0.01% 2680
2015
Q3 		$177K Sell
18,259
-3,205
-15% -$35K ﹤0.01% 2555
2015
Q2 		$274K Sell
21,464
-2,374
-10% -$33.2K ﹤0.01% 2387
2015
Q1 		$326K Sell
23,838
-2,993
-11% -$41.7K ﹤0.01% 2181
2014
Q4 		$373K Sell
26,831
-4,572
-15% -$70.2K ﹤0.01% 1986
2014
Q3 		$534K Sell
31,403
-3,441
-10% -$60.3K ﹤0.01% 1730
2014
Q2 		$620K Buy
34,844
+3,258
+10% +$54.8K ﹤0.01% 1652
2014
Q1 		$513K Sell
31,586
-14,604
-32% -$237K ﹤0.01% 1723
2013
Q4 		$743K Buy
46,190
+1,080
+2% +$16.9K ﹤0.01% 1454
2013
Q3 		$704K Buy
45,110
+2,798
+7% +$43.8K ﹤0.01% 1408
2013
Q2 		$673K Buy
+42,312
New +$674K ﹤0.01% 1367

Other funds holding MLPJ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

LPL Financial's MLPJ Position: Q4 2016 in Review

LPL Financial sold out of Global X Junior MLP ETF (MLPJ) in Q4 2016, closing a stake of 14,889 shares — an estimated $123K sold.

LPL Financial first reported a position in MLPJ in Q2 2013 and held it in 14 quarters. The position peaked at $743K in Q4 2013. 9 funds tracked by Wall St. Rank hold MLPJ as of Q4 2016.

  • LPL Financial reported no remaining Global X Junior MLP ETF position as of Q4 2016 after selling out during the quarter.
  • LPL Financial sold 14,889 Global X Junior MLP ETF shares in Q4 2016, an estimated $123K.
  • LPL Financial first reported a position in Global X Junior MLP ETF in Q2 2013 and held it in 14 quarters.
  • LPL Financial's Global X Junior MLP ETF position peaked at $743K in Q4 2013.
  • 9 funds tracked by Wall St. Rank held Global X Junior MLP ETF as of Q4 2016.

Based on LPL Financial's 13F filing for Q4 2016, filed 13 Feb 2017.