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Wealthspire Advisors (Maryland)’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q4 		– Sell
-511
Closed -$20K – 2517
2018
Q3 		$20K Hold
511
– – ﹤0.01% 1307
2018
Q2 		$20K Buy
+511
New +$19.5K ﹤0.01% 1312

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MLPX Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2018, closing a stake of 511 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in MLPX in Q2 2018 and held it in 2 quarters. The position peaked at $20K in Q3 2018. 99 funds tracked by Wall St. Rank hold MLPX as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 511 Global X MLP & Energy Infrastructure ETF shares in Q4 2018, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Global X MLP & Energy Infrastructure ETF position peaked at $20K in Q3 2018.
  • 99 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.