Western Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-3,871
Closed -$143K 414
2019
Q3
$143K Sell
3,871
-8,085
-68% -$300K 0.03% 382
2019
Q2
$467K Buy
11,956
+247
+2% +$9.61K 0.06% 235
2019
Q1
$467K Sell
11,709
-363
-3% -$13.8K 0.1% 218
2018
Q4
$399K Buy
+12,072
New +$445K 0.11% 207

Other funds holding MLPX

Western Wealth Management's MLPX Position: Q4 2019 in Review

Western Wealth Management sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2019, closing a stake of 3,871 shares — an estimated $143K sold.

Western Wealth Management first reported a position in MLPX in Q4 2018 and held it in 4 quarters. The position peaked at $467K in Q2 2019. 126 funds tracked by Wall St. Rank hold MLPX as of Q4 2019.

  • Western Wealth Management reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2019 after selling out during the quarter.
  • Western Wealth Management sold 3,871 Global X MLP & Energy Infrastructure ETF shares in Q4 2019, an estimated $143K.
  • Western Wealth Management first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2018 and held it in 4 quarters.
  • Western Wealth Management's Global X MLP & Energy Infrastructure ETF position peaked at $467K in Q2 2019.
  • 126 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2019.

Based on Western Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.