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Sigma Planning Corp’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Sigma Planning Corp’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
2021
Q4 		– Sell
-14,845
Closed -$533K – 1434
2021
Q3 		$533K Buy
14,845
+620
+4% +$21.5K 0.02% 791
2021
Q2 		$517K Buy
14,225
+251
+2% +$8.68K 0.02% 817
2021
Q1 		$442K Sell
13,974
-117
-0.8% -$3.53K 0.01% 811
2020
Q4 		$380K Buy
+14,091
New +$358K 0.01% 791

Other funds holding MLPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Sigma Planning Corp's MLPX Position: Q4 2021 in Review

Sigma Planning Corp sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2021, closing a stake of 14,845 shares — an estimated $533K sold.

Sigma Planning Corp first reported a position in MLPX in Q4 2020 and held it in 4 quarters. The position peaked at $533K in Q3 2021. 133 funds tracked by Wall St. Rank hold MLPX as of Q4 2021.

  • Sigma Planning Corp reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 14,845 Global X MLP & Energy Infrastructure ETF shares in Q4 2021, an estimated $533K.
  • Sigma Planning Corp first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2020 and held it in 4 quarters.
  • Sigma Planning Corp's Global X MLP & Energy Infrastructure ETF position peaked at $533K in Q3 2021.
  • 133 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2021.

Based on Sigma Planning Corp's 13F filing for Q4 2021, filed 2 Feb 2022.