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Summit Trail Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Summit Trail 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
2018
Q2 		– Sell
-4,527
Closed – – 590
2018
Q1 		$0 Buy
+4,527
New +$178K ﹤0.01% 1190

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Trail Advisors's MLPX Position: Q2 2018 in Review

Summit Trail Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2018, closing a stake of 4,527 shares.

Summit Trail Advisors first reported a position in MLPX in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 77 funds tracked by Wall St. Rank hold MLPX as of Q2 2018.

  • Summit Trail Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 4,527 Global X MLP & Energy Infrastructure ETF shares in Q2 2018.
  • Summit Trail Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2018 and held it in 1 quarter.
  • Summit Trail Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $0 in Q1 2018.
  • 77 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2018.

Based on Summit Trail Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.