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Mosaic Financial Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Mosaic Financial Partners’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
2018
Q1 		– Sell
-5,261
Closed -$214K – 52
2017
Q4 		$214K Buy
5,261
+915
+21% +$36.1K 0.12% 48
2017
Q3 		$180K Buy
4,346
+62
+1% +$2.55K 0.11% 46
2017
Q2 		$177K Buy
+4,284
New +$180K 0.11% 43

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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 $1.66T AUM 25.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
RI
RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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

Mosaic Financial Partners's MLPX Position: Q1 2018 in Review

Mosaic Financial Partners sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2018, closing a stake of 5,261 shares — an estimated $214K sold.

Mosaic Financial Partners first reported a position in MLPX in Q2 2017 and held it in 3 quarters. The position peaked at $214K in Q4 2017. 70 funds tracked by Wall St. Rank hold MLPX as of Q1 2018.

  • Mosaic Financial Partners reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2018 after selling out during the quarter.
  • Mosaic Financial Partners sold 5,261 Global X MLP & Energy Infrastructure ETF shares in Q1 2018, an estimated $214K.
  • Mosaic Financial Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2017 and held it in 3 quarters.
  • Mosaic Financial Partners's Global X MLP & Energy Infrastructure ETF position peaked at $214K in Q4 2017.
  • 70 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2018.

Based on Mosaic Financial Partners's 13F filing for Q1 2018, filed 19 Apr 2018.