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Stonebridge Capital Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Stonebridge Capital 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
Q1 		– Sell
-37
Closed -$1.13K – 822
2019
Q4 		$1K Hold
37
– – ﹤0.01% 801
2019
Q3 		$1K Hold
37
– – ﹤0.01% 806
2019
Q2 		$1K Buy
+37
New +$1.44K ﹤0.01% 849

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 $1.89T AUM 35.08% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stonebridge Capital Advisors's MLPX Position: Q1 2020 in Review

Stonebridge Capital Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2020, closing a stake of 37 shares — an estimated $1.13K sold.

Stonebridge Capital Advisors first reported a position in MLPX in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 113 funds tracked by Wall St. Rank hold MLPX as of Q1 2020.

  • Stonebridge Capital Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2020 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 37 Global X MLP & Energy Infrastructure ETF shares in Q1 2020, an estimated $1.13K.
  • Stonebridge Capital Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2019 and held it in 3 quarters.
  • Stonebridge Capital Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $1K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2020.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.