MWM
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MinichMacGregor Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

MinichMacGregor Wealth 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
2017
Q1 		– Sell
-2
Closed – – 486
2016
Q4 		$0 Buy
+2
New +$88 ﹤0.01% 486

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

MinichMacGregor Wealth Management's MLPX Position: Q1 2017 in Review

MinichMacGregor Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2017, closing a stake of 2 shares.

MinichMacGregor Wealth Management first reported a position in MLPX in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 56 funds tracked by Wall St. Rank hold MLPX as of Q1 2017.

  • MinichMacGregor Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2 Global X MLP & Energy Infrastructure ETF shares in Q1 2017.
  • MinichMacGregor Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2016 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $0 in Q4 2016.
  • 56 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2017, filed 28 Jun 2018.