OIA
MLPX icon

Optimum Investment Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Optimum Investment Advisors’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
Q4 		– Sell
-246
Closed -$9K – 992
2019
Q3 		$9K Buy
+246
New +$9.14K ﹤0.01% 818

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
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Optimum Investment Advisors's MLPX Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2019, closing a stake of 246 shares — an estimated $9K sold.

Optimum Investment Advisors first reported a position in MLPX in Q3 2019 and held it in 1 quarter. The position peaked at $9K in Q3 2019. 126 funds tracked by Wall St. Rank hold MLPX as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 246 Global X MLP & Energy Infrastructure ETF shares in Q4 2019, an estimated $9K.
  • Optimum Investment Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $9K in Q3 2019.
  • 126 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.