MPM
MLPX icon

Meritage Portfolio Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Meritage Portfolio Management’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
2020
Q2 		– Sell
-30,121
Closed -$555K – 218
2020
Q1 		$555K Sell
30,121
-5,782
-16% -$176K 0.08% 147
2019
Q4 		$1.32M Buy
+35,903
New +$1.26M 0.12% 176

Other funds holding MLPX

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Meritage Portfolio Management's MLPX Position: Q2 2020 in Review

Meritage Portfolio Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2020, closing a stake of 30,121 shares — an estimated $555K sold.

Meritage Portfolio Management first reported a position in MLPX in Q4 2019 and held it in 2 quarters. The position peaked at $1.32M in Q4 2019. 107 funds tracked by Wall St. Rank hold MLPX as of Q2 2020.

  • Meritage Portfolio Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2020 after selling out during the quarter.
  • Meritage Portfolio Management sold 30,121 Global X MLP & Energy Infrastructure ETF shares in Q2 2020, an estimated $555K.
  • Meritage Portfolio Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2019 and held it in 2 quarters.
  • Meritage Portfolio Management's Global X MLP & Energy Infrastructure ETF position peaked at $1.32M in Q4 2019.
  • 107 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2020.

Based on Meritage Portfolio Management's 13F filing for Q2 2020, filed 27 Jul 2020.