SWA
MLPX icon

SFMG Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

SFMG Wealth Advisors’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
-84,367
Closed -$1.55M – 172
2020
Q1 		$1.55M Buy
84,367
+35,934
+74% +$1.09M 0.23% 32
2019
Q4 		$1.78M Buy
+48,433
New +$1.7M 0.22% 40

Other funds holding MLPX

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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 $5.7B AUM 32.06% 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

SFMG Wealth Advisors's MLPX Position: Q2 2020 in Review

SFMG Wealth Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2020, closing a stake of 84,367 shares — an estimated $1.55M sold.

SFMG Wealth Advisors first reported a position in MLPX in Q4 2019 and held it in 2 quarters. The position peaked at $1.78M in Q4 2019. 107 funds tracked by Wall St. Rank hold MLPX as of Q2 2020.

  • SFMG Wealth Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2020 after selling out during the quarter.
  • SFMG Wealth Advisors sold 84,367 Global X MLP & Energy Infrastructure ETF shares in Q2 2020, an estimated $1.55M.
  • SFMG Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2019 and held it in 2 quarters.
  • SFMG Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $1.78M in Q4 2019.
  • 107 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2020.

Based on SFMG Wealth Advisors's 13F filing for Q2 2020, filed 3 Aug 2020.