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Sage Financial Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Sage Financial Group’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
2019
Q3 		– Sell
-185,221
Closed -$7.19M – 72
2019
Q2 		$7.19M Sell
185,221
-161,469
-47% -$6.28M 1.07% 18
2019
Q1 		$13.7M Buy
+346,690
New +$13.2M 2.12% 8

Other funds holding MLPX

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Sage Financial Group's MLPX Position: Q3 2019 in Review

Sage Financial Group sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2019, closing a stake of 185,221 shares — an estimated $7.19M sold.

Sage Financial Group first reported a position in MLPX in Q1 2019 and held it in 2 quarters. The position peaked at $13.7M in Q1 2019. 113 funds tracked by Wall St. Rank hold MLPX as of Q3 2019.

  • Sage Financial Group reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2019 after selling out during the quarter.
  • Sage Financial Group sold 185,221 Global X MLP & Energy Infrastructure ETF shares in Q3 2019, an estimated $7.19M.
  • Sage Financial Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2019 and held it in 2 quarters.
  • Sage Financial Group's Global X MLP & Energy Infrastructure ETF position peaked at $13.7M in Q1 2019.
  • 113 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2019.

Based on Sage Financial Group's 13F filing for Q3 2019, filed 4 Nov 2019.