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

Sather 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
2020
Q1 		– Sell
-9,999
Closed -$368K – 79
2019
Q4 		$368K Buy
+9,999
New +$351K 0.06% 56

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sather Financial Group's MLPX Position: Q1 2020 in Review

Sather Financial Group sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2020, closing a stake of 9,999 shares — an estimated $368K sold.

Sather Financial Group first reported a position in MLPX in Q4 2019 and held it in 1 quarter. The position peaked at $368K in Q4 2019. 113 funds tracked by Wall St. Rank hold MLPX as of Q1 2020.

  • Sather Financial Group reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2020 after selling out during the quarter.
  • Sather Financial Group sold 9,999 Global X MLP & Energy Infrastructure ETF shares in Q1 2020, an estimated $368K.
  • Sather Financial Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2019 and held it in 1 quarter.
  • Sather Financial Group's Global X MLP & Energy Infrastructure ETF position peaked at $368K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2020.

Based on Sather Financial Group's 13F filing for Q1 2020, filed 11 May 2020.