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

Wambolt & Associates’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 Q4	–	Sell	-16,220	Closed	-$358K	–	208
2020 Q3	$358K	Sell	16,220 -4,684	-22%	-$116K	0.27%	133
2020 Q2	$520K	Buy	+20,904	New	+$502K	0.41%	85
2020 Q1	–	Sell	-19,995	Closed	-$737K	–	167
2019 Q4	$737K	Sell	19,995 -1,063	-5%	-$37.3K	0.56%	58
2019 Q3	$777K	Buy	21,058 +994	+5%	+$36.9K	0.64%	50
2019 Q2	$779K	Buy	20,064 +3,429	+21%	+$133K	0.66%	47
2019 Q1	$659K	Buy	16,635 +4,531	+37%	+$172K	0.6%	50
2018 Q4	$397K	Buy	+12,104	New	+$446K	0.44%	74

Other funds holding MLPX

MIM

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

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

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

Wambolt & Associates's MLPX Position: Q4 2020 in Review

Wambolt & Associates sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2020, closing a stake of 16,220 shares — an estimated $358K sold.

Wambolt & Associates first reported a position in MLPX in Q4 2018 and held it in 7 quarters. The position peaked at $779K in Q2 2019. 104 funds tracked by Wall St. Rank hold MLPX as of Q4 2020.

Wambolt & Associates reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2020 after selling out during the quarter.
Wambolt & Associates sold 16,220 Global X MLP & Energy Infrastructure ETF shares in Q4 2020, an estimated $358K.
Wambolt & Associates first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and held it in 7 quarters.
Wambolt & Associates's Global X MLP & Energy Infrastructure ETF position peaked at $779K in Q2 2019.
104 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2020.

Based on Wambolt & Associates's 13F filing for Q4 2020, filed 19 Jan 2021.