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Weatherstone Capital Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Weatherstone Capital Management’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 		$3.58M Buy
+90,432
New +$3.43M 3.79% 5

Other funds holding MLPX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 15.91% 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 $530B AUM 22.01% 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 $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Weatherstone Capital Management's MLPX Position: Q1 2019 in Review

Weatherstone Capital Management opened a new position in Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2019: 90,432 shares worth $3.58M. The stake represents 3.79% of the portfolio and ranks #5 among its holdings.

117 funds tracked by Wall St. Rank hold MLPX as of Q1 2019.

  • Weatherstone Capital Management held 90,432 shares of Global X MLP & Energy Infrastructure ETF worth $3.58M as of Q1 2019.
  • Global X MLP & Energy Infrastructure ETF was a new Weatherstone Capital Management position in Q1 2019.
  • Global X MLP & Energy Infrastructure ETF made up 3.79% of Weatherstone Capital Management's portfolio in Q1 2019, its #5 holding.
  • 117 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.