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UBS’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

UBS’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
2014
Q3 		$34K Buy
574
+480
+511% +$28.7K ﹤0.01% 7305
2014
Q2 		$6K Sell
94
-294
-76% -$16K ﹤0.01% 9346
2014
Q1 		$20K Buy
+388
New +$19.2K ﹤0.01% 8081

Other funds holding MLPX

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DAC
Dividend Assets Capital Ridgeland, South Carolina $501M AUM 13.71% 1-Year Est. Return

UBS's MLPX Position: Q3 2014 in Review

UBS increased its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 511% in Q3 2014, buying an estimated $28.7K and bringing the position to 574 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #7305.

UBS first reported a position in MLPX in Q1 2014 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold MLPX as of Q3 2014.

  • UBS held 574 shares of Global X MLP & Energy Infrastructure ETF worth $34K as of Q3 2014.
  • UBS bought 480 Global X MLP & Energy Infrastructure ETF shares in Q3 2014, an estimated $28.7K.
  • Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7305 holding.
  • UBS first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2014 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.