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Roble Belko & Company’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Roble Belko & Company’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
Q4 		– Sell
-604
Closed -$13K – 326
2020
Q3 		$13K Sell
604
-93,367
-99% -$2.31M ﹤0.01% 221
2020
Q2 		$2.34M Buy
93,971
+14,130
+18% +$339K 0.7% 30
2020
Q1 		$1.47M Buy
+79,841
New +$2.43M 0.48% 35

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Roble Belko & Company's MLPX Position: Q4 2020 in Review

Roble Belko & Company sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2020, closing a stake of 604 shares — an estimated $13K sold.

Roble Belko & Company first reported a position in MLPX in Q1 2020 and held it in 3 quarters. The position peaked at $2.34M in Q2 2020. 104 funds tracked by Wall St. Rank hold MLPX as of Q4 2020.

  • Roble Belko & Company reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2020 after selling out during the quarter.
  • Roble Belko & Company sold 604 Global X MLP & Energy Infrastructure ETF shares in Q4 2020, an estimated $13K.
  • Roble Belko & Company first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2020 and held it in 3 quarters.
  • Roble Belko & Company's Global X MLP & Energy Infrastructure ETF position peaked at $2.34M in Q2 2020.
  • 104 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2020.

Based on Roble Belko & Company's 13F filing for Q4 2020, filed 5 Feb 2021.