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

WealthOne’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
-303
Closed -$10K – 362
2018
Q4 		$10K Buy
+303
New +$11.2K 0.01% 370

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 13.96% 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 $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WealthOne's MLPX Position: Q1 2019 in Review

WealthOne sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2019, closing a stake of 303 shares — an estimated $10K sold.

WealthOne first reported a position in MLPX in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 117 funds tracked by Wall St. Rank hold MLPX as of Q1 2019.

  • WealthOne reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 303 Global X MLP & Energy Infrastructure ETF shares in Q1 2019, an estimated $10K.
  • WealthOne first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's Global X MLP & Energy Infrastructure ETF position peaked at $10K in Q4 2018.
  • 117 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.