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Westwood Holdings Group’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Westwood Holdings 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
Q4 		– Sell
-11,000
Closed -$243K – 448
2020
Q3 		$243K Buy
+11,000
New +$273K ﹤0.01% 377

Other funds holding MLPX

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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Westwood Holdings Group's MLPX Position: Q4 2020 in Review

Westwood Holdings Group sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2020, closing a stake of 11,000 shares — an estimated $243K sold.

Westwood Holdings Group first reported a position in MLPX in Q3 2020 and held it in 1 quarter. The position peaked at $243K in Q3 2020. 104 funds tracked by Wall St. Rank hold MLPX as of Q4 2020.

  • Westwood Holdings Group reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2020 after selling out during the quarter.
  • Westwood Holdings Group sold 11,000 Global X MLP & Energy Infrastructure ETF shares in Q4 2020, an estimated $243K.
  • Westwood Holdings Group first reported a position in Global X MLP & Energy Infrastructure ETF in Q3 2020 and held it in 1 quarter.
  • Westwood Holdings Group's Global X MLP & Energy Infrastructure ETF position peaked at $243K in Q3 2020.
  • 104 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2020.

Based on Westwood Holdings Group's 13F filing for Q4 2020, filed 12 Feb 2021.