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

Perigon 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
2021 Q1	–	Sell	-1,126	Closed	-$30K	–	821
2020 Q4	$30K	Buy	+1,126	New	+$28.6K	﹤0.01%	902
2020 Q2	–	Sell	-3,810	Closed	-$78K	–	365
2020 Q1	$78K	Buy	+3,810	New	+$116K	0.01%	310

Other funds holding MLPX

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Perigon Wealth Management's MLPX Position: Q1 2021 in Review

Perigon Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2021, closing a stake of 1,126 shares — an estimated $30K sold.

Perigon Wealth Management first reported a position in MLPX in Q1 2020 and held it in 2 quarters. The position peaked at $78K in Q1 2020. 117 funds tracked by Wall St. Rank hold MLPX as of Q1 2021.

Perigon Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 1,126 Global X MLP & Energy Infrastructure ETF shares in Q1 2021, an estimated $30K.
Perigon Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2020 and held it in 2 quarters.
Perigon Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $78K in Q1 2020.
117 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.