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Spruce Investment Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Spruce Investment 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
2017
Q2 		– Sell
-3,121
Closed -$138K – 43
2017
Q1 		$138K Buy
+3,121
New +$139K 0.16% 40

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Spruce Investment Advisors's MLPX Position: Q2 2017 in Review

Spruce Investment Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2017, closing a stake of 3,121 shares — an estimated $138K sold.

Spruce Investment Advisors first reported a position in MLPX in Q1 2017 and held it in 1 quarter. The position peaked at $138K in Q1 2017. 53 funds tracked by Wall St. Rank hold MLPX as of Q2 2017.

  • Spruce Investment Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2017 after selling out during the quarter.
  • Spruce Investment Advisors sold 3,121 Global X MLP & Energy Infrastructure ETF shares in Q2 2017, an estimated $138K.
  • Spruce Investment Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2017 and held it in 1 quarter.
  • Spruce Investment Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $138K in Q1 2017.
  • 53 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2017.

Based on Spruce Investment Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.