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

Robertson Stephens 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
2020
Q2 		– Sell
-5,001
Closed -$92K – 209
2020
Q1 		$92K Buy
+5,001
New +$152K 0.03% 178

Other funds holding MLPX

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Morgan Stanley
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
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Robertson Stephens Wealth Management's MLPX Position: Q2 2020 in Review

Robertson Stephens Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2020, closing a stake of 5,001 shares — an estimated $92K sold.

Robertson Stephens Wealth Management first reported a position in MLPX in Q1 2020 and held it in 1 quarter. The position peaked at $92K in Q1 2020. 107 funds tracked by Wall St. Rank hold MLPX as of Q2 2020.

  • Robertson Stephens Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2020 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,001 Global X MLP & Energy Infrastructure ETF shares in Q2 2020, an estimated $92K.
  • Robertson Stephens Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2020 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $92K in Q1 2020.
  • 107 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2020.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.