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Marino Stram & Associates’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Marino Stram & Associates’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
Q1 		– Sell
-764
Closed -$25K – 651
2018
Q4 		$25K Buy
+764
New +$28.1K 0.02% 195

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marino Stram & Associates's MLPX Position: Q1 2019 in Review

Marino Stram & Associates sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2019, closing a stake of 764 shares — an estimated $25K sold.

Marino Stram & Associates first reported a position in MLPX in Q4 2018 and held it in 1 quarter. The position peaked at $25K in Q4 2018. 117 funds tracked by Wall St. Rank hold MLPX as of Q1 2019.

  • Marino Stram & Associates reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 764 Global X MLP & Energy Infrastructure ETF shares in Q1 2019, an estimated $25K.
  • Marino Stram & Associates first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and held it in 1 quarter.
  • Marino Stram & Associates's Global X MLP & Energy Infrastructure ETF position peaked at $25K in Q4 2018.
  • 117 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2019.

Based on Marino Stram & Associates's 13F filing for Q1 2019, filed 14 May 2019.