NWS
MLPX icon

Newport Wealth Strategies’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Newport Wealth Strategies’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
Q3 		– Sell
-4,118
Closed -$165K – 78
2018
Q2 		$165K Sell
4,118
-3,971
-49% -$152K 0.19% 79
2018
Q1 		$286K Sell
8,089
-747
-8% -$29.4K 0.22% 71
2017
Q4 		$367K Buy
+8,836
New +$349K 0.26% 67

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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newport Wealth Strategies's MLPX Position: Q3 2018 in Review

Newport Wealth Strategies sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2018, closing a stake of 4,118 shares — an estimated $165K sold.

Newport Wealth Strategies first reported a position in MLPX in Q4 2017 and held it in 3 quarters. The position peaked at $367K in Q4 2017. 87 funds tracked by Wall St. Rank hold MLPX as of Q3 2018.

  • Newport Wealth Strategies reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2018 after selling out during the quarter.
  • Newport Wealth Strategies sold 4,118 Global X MLP & Energy Infrastructure ETF shares in Q3 2018, an estimated $165K.
  • Newport Wealth Strategies first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2017 and held it in 3 quarters.
  • Newport Wealth Strategies's Global X MLP & Energy Infrastructure ETF position peaked at $367K in Q4 2017.
  • 87 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2018.

Based on Newport Wealth Strategies's 13F filing for Q3 2018, filed 5 Nov 2018.