PFGIA
MLPX icon

Patriot Financial Group Insurance Agency’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-1,458
Closed -$56K – 1334
2022
Q2 		$56K Sell
1,458
-222
-13% -$9.35K 0.01% 698
2022
Q1 		$72K Sell
1,680
-1,121
-40% -$44.2K 0.01% 676
2021
Q4 		$99K Sell
2,801
-3,597
-56% -$133K 0.02% 658
2021
Q3 		$230K Sell
6,398
-842
-12% -$29.2K 0.04% 415
2021
Q2 		$263K Buy
7,240
+584
+9% +$20.2K 0.05% 363
2021
Q1 		$210K Buy
6,656
+2,010
+43% +$60.7K 0.05% 376
2020
Q4 		$125K Buy
4,646
+150
+3% +$3.81K 0.03% 441
2020
Q3 		$99K Sell
4,496
-31
-0.7% -$768 0.03% 390
2020
Q2 		$113K Sell
4,527
-1,121
-20% -$26.9K 0.04% 325
2020
Q1 		$104K Buy
5,648
+2,681
+90% +$81.7K 0.05% 314
2019
Q4 		$109K Buy
2,967
+1,951
+192% +$68.5K 0.04% 327
2019
Q3 		$37K Sell
1,016
-92
-8% -$3.42K 0.02% 494
2019
Q2 		$43K Buy
1,108
+562
+103% +$21.9K 0.02% 461
2019
Q1 		$22K Buy
546
+54
+11% +$2.05K 0.01% 535
2018
Q4 		$16K Sell
492
-442
-47% -$16.3K 0.01% 514
2018
Q3 		$37K Buy
934
+537
+135% +$22K 0.02% 360
2018
Q2 		$16K Sell
397
-4,214
-91% -$161K 0.02% 325
2018
Q1 		$160K Buy
4,611
+1,038
+29% +$40.8K 0.12% 159
2017
Q4 		$150K Buy
3,573
+696
+24% +$27.5K 0.11% 155
2017
Q3 		$119K Buy
2,877
+416
+17% +$17.1K 0.11% 157
2017
Q2 		$101K Buy
2,461
+262
+12% +$11K 0.11% 156
2017
Q1 		$97K Buy
2,199
+1,802
+454% +$80.1K 0.1% 152
2016
Q4 		$18K Buy
+397
New +$17.5K 0.02% 362

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MLPX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2022, closing a stake of 1,458 shares — an estimated $56K sold.

Patriot Financial Group Insurance Agency first reported a position in MLPX in Q4 2016 and held it in 23 quarters. The position peaked at $263K in Q2 2021. 164 funds tracked by Wall St. Rank hold MLPX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,458 Global X MLP & Energy Infrastructure ETF shares in Q3 2022, an estimated $56K.
  • Patriot Financial Group Insurance Agency first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Global X MLP & Energy Infrastructure ETF position peaked at $263K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.