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Weaver Consulting Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Weaver Consulting Group’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
2020
Q2 		– Sell
-243
Closed -$5K – 983
2020
Q1 		$5K Hold
243
– – ﹤0.01% 564
2019
Q4 		$9K Hold
243
– – ﹤0.01% 518
2019
Q3 		$9K Hold
243
– – ﹤0.01% 503
2019
Q2 		$9K Hold
243
– – ﹤0.01% 483
2019
Q1 		$9K Buy
+243
New +$9.22K ﹤0.01% 971

Other funds holding MLPX

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Weaver Consulting Group's MLPX Position: Q2 2020 in Review

Weaver Consulting Group sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2020, closing a stake of 243 shares — an estimated $5K sold.

Weaver Consulting Group first reported a position in MLPX in Q1 2019 and held it in 5 quarters. The position peaked at $9K in Q4 2019. 107 funds tracked by Wall St. Rank hold MLPX as of Q2 2020.

  • Weaver Consulting Group reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 243 Global X MLP & Energy Infrastructure ETF shares in Q2 2020, an estimated $5K.
  • Weaver Consulting Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2019 and held it in 5 quarters.
  • Weaver Consulting Group's Global X MLP & Energy Infrastructure ETF position peaked at $9K in Q4 2019.
  • 107 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2020.

Based on Weaver Consulting Group's 13F filing for Q2 2020, filed 24 Jul 2020.