Tiller Private Wealth’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Tiller Private Wealth’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	-192,788	Closed	-$7.1M	–	42
2019 Q4	$7.1M	Buy	192,788 +4,647	+2%	+$163K	5.75%	8
2019 Q3	$6.94M	Buy	188,141 +3,338	+2%	+$124K	5.93%	8
2019 Q2	$7.17M	Sell	184,803 -900	-0.5%	-$35K	6.04%	8
2019 Q1	$7.35M	Buy	185,703 +36,642	+25%	+$1.39M	6.37%	8
2018 Q4	$4.89M	Buy	+149,061	New	+$5.49M	4.29%	11

Other funds holding MLPX

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tiller Private Wealth's MLPX Position: Q1 2020 in Review

Tiller Private Wealth sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2020, closing a stake of 192,788 shares — an estimated $7.1M sold.

Tiller Private Wealth first reported a position in MLPX in Q4 2018 and held it in 5 quarters. The position peaked at $7.35M in Q1 2019. 113 funds tracked by Wall St. Rank hold MLPX as of Q1 2020.

Tiller Private Wealth reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2020 after selling out during the quarter.
Tiller Private Wealth sold 192,788 Global X MLP & Energy Infrastructure ETF shares in Q1 2020, an estimated $7.1M.
Tiller Private Wealth first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and held it in 5 quarters.
Tiller Private Wealth's Global X MLP & Energy Infrastructure ETF position peaked at $7.35M in Q1 2019.
113 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2020.

Based on Tiller Private Wealth's 13F filing for Q1 2020, filed 28 Apr 2020.