TCM
MLPX icon

Tradewinds Capital Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Tradewinds Capital Management’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
2019
Q1 		– Sell
-79
Closed -$3K – 633
2018
Q4 		$3K Buy
+79
New +$2.91K ﹤0.01% 520

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tradewinds Capital Management's MLPX Position: Q1 2019 in Review

Tradewinds Capital Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2019, closing a stake of 79 shares — an estimated $3K sold.

Tradewinds Capital Management first reported a position in MLPX in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 117 funds tracked by Wall St. Rank hold MLPX as of Q1 2019.

  • Tradewinds Capital Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2019 after selling out during the quarter.
  • Tradewinds Capital Management sold 79 Global X MLP & Energy Infrastructure ETF shares in Q1 2019, an estimated $3K.
  • Tradewinds Capital Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and held it in 1 quarter.
  • Tradewinds Capital Management's Global X MLP & Energy Infrastructure ETF position peaked at $3K in Q4 2018.
  • 117 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2019.

Based on Tradewinds Capital Management's 13F filing for Q1 2019, filed 23 Apr 2019.