TCI Wealth Advisors’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

TCI Wealth 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
2022 Q4	–	Sell	-250	Closed	-$9K	–	2597
2022 Q3	$9K	Hold	250	–	–	﹤0.01%	1082
2022 Q2	$10K	Hold	250	–	–	﹤0.01%	1019
2022 Q1	$11K	Hold	250	–	–	﹤0.01%	1047
2021 Q4	$9K	Hold	250	–	–	﹤0.01%	1267
2021 Q3	$9K	Hold	250	–	–	﹤0.01%	1179
2021 Q2	$9K	Buy	+250	New	+$8.65K	﹤0.01%	1048
2019 Q3	–	Sell	-30	Closed	-$1K	–	1577
2019 Q2	$1K	Buy	+30	New	+$1.17K	﹤0.01%	1250

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCI Wealth Advisors's MLPX Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2022, closing a stake of 250 shares — an estimated $9K sold.

TCI Wealth Advisors first reported a position in MLPX in Q2 2019 and held it in 7 quarters. The position peaked at $11K in Q1 2022. 184 funds tracked by Wall St. Rank hold MLPX as of Q4 2022.

TCI Wealth Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 250 Global X MLP & Energy Infrastructure ETF shares in Q4 2022, an estimated $9K.
TCI Wealth Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2019 and held it in 7 quarters.
TCI Wealth Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $11K in Q1 2022.
184 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.