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

Sequoia 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
2019
Q2 		– Sell
-4,537
Closed -$180K – 71
2019
Q1 		$180K Buy
+4,537
New +$172K 0.15% 72
2018
Q4 		– Sell
-3,647
Closed -$148K – 68
2018
Q3 		$148K Buy
+3,647
New +$149K 0.13% 60

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sequoia Wealth Management's MLPX Position: Q2 2019 in Review

Sequoia Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2019, closing a stake of 4,537 shares — an estimated $180K sold.

Sequoia Wealth Management first reported a position in MLPX in Q3 2018 and held it in 2 quarters. The position peaked at $180K in Q1 2019. 116 funds tracked by Wall St. Rank hold MLPX as of Q2 2019.

  • Sequoia Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 4,537 Global X MLP & Energy Infrastructure ETF shares in Q2 2019, an estimated $180K.
  • Sequoia Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2018 and held it in 2 quarters.
  • Sequoia Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $180K in Q1 2019.
  • 116 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2019.

Based on Sequoia Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.