Stanford Investment Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-2,570	Closed	-$114K	–	172
2016 Q4	$114K	Hold	2,570	–	–	0.06%	78
2016 Q3	$117K	Buy	+2,570	New	+$110K	0.06%	87
2015 Q1	–	Sell	-3,121	Closed	-$174K	–	353
2014 Q4	$174K	Buy	+3,121	New	+$176K	0.15%	56

Other funds holding MLPX

LPL Financial San Diego, California $445B AUM 25.58% 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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

NIC

Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Stanford Investment Group's MLPX Position: Q1 2017 in Review

Stanford Investment Group sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2017, closing a stake of 2,570 shares — an estimated $114K sold.

Stanford Investment Group first reported a position in MLPX in Q4 2014 and held it in 3 quarters. The position peaked at $174K in Q4 2014. 56 funds tracked by Wall St. Rank hold MLPX as of Q1 2017.

Stanford Investment Group reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 2,570 Global X MLP & Energy Infrastructure ETF shares in Q1 2017, an estimated $114K.
Stanford Investment Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2014 and held it in 3 quarters.
Stanford Investment Group's Global X MLP & Energy Infrastructure ETF position peaked at $174K in Q4 2014.
56 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.