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

WealthSource Partners’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
Q3 		– Sell
-17,097
Closed -$664K – 455
2019
Q2 		$664K Buy
+17,097
New +$665K 0.1% 185

Other funds holding MLPX

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

WealthSource Partners's MLPX Position: Q3 2019 in Review

WealthSource Partners sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q3 2019, closing a stake of 17,097 shares — an estimated $664K sold.

WealthSource Partners first reported a position in MLPX in Q2 2019 and held it in 1 quarter. The position peaked at $664K in Q2 2019. 113 funds tracked by Wall St. Rank hold MLPX as of Q3 2019.

  • WealthSource Partners reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q3 2019 after selling out during the quarter.
  • WealthSource Partners sold 17,097 Global X MLP & Energy Infrastructure ETF shares in Q3 2019, an estimated $664K.
  • WealthSource Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2019 and held it in 1 quarter.
  • WealthSource Partners's Global X MLP & Energy Infrastructure ETF position peaked at $664K in Q2 2019.
  • 113 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2019.

Based on WealthSource Partners's 13F filing for Q3 2019, filed 15 Nov 2019.