RJT
MLPX icon

Raymond James Trust’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Raymond James Trust’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
Q1 		– Sell
-11,103
Closed -$392K – 1194
2021
Q4 		$392K Buy
+11,103
New +$409K 0.01% 755

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Trust's MLPX Position: Q1 2022 in Review

Raymond James Trust sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2022, closing a stake of 11,103 shares — an estimated $392K sold.

Raymond James Trust first reported a position in MLPX in Q4 2021 and held it in 1 quarter. The position peaked at $392K in Q4 2021. 157 funds tracked by Wall St. Rank hold MLPX as of Q1 2022.

  • Raymond James Trust reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2022 after selling out during the quarter.
  • Raymond James Trust sold 11,103 Global X MLP & Energy Infrastructure ETF shares in Q1 2022, an estimated $392K.
  • Raymond James Trust first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2021 and held it in 1 quarter.
  • Raymond James Trust's Global X MLP & Energy Infrastructure ETF position peaked at $392K in Q4 2021.
  • 157 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2022.

Based on Raymond James Trust's 13F filing for Q1 2022, filed 12 May 2022.