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

Waverly 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
2015
Q1 		– Sell
-424
Closed -$24K – 395
2014
Q4 		$24K Hold
424
– – 0.01% 197
2014
Q3 		$25K Buy
424
+185
+77% +$11.1K 0.01% 305
2014
Q2 		$14K Buy
+239
New +$13K 0.01% 390

Other funds holding MLPX

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Waverly Advisors's MLPX Position: Q1 2015 in Review

Waverly Advisors sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2015, closing a stake of 424 shares — an estimated $24K sold.

Waverly Advisors first reported a position in MLPX in Q2 2014 and held it in 3 quarters. The position peaked at $25K in Q3 2014. 27 funds tracked by Wall St. Rank hold MLPX as of Q1 2015.

  • Waverly Advisors reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 424 Global X MLP & Energy Infrastructure ETF shares in Q1 2015, an estimated $24K.
  • Waverly Advisors first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2014 and held it in 3 quarters.
  • Waverly Advisors's Global X MLP & Energy Infrastructure ETF position peaked at $25K in Q3 2014.
  • 27 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.