WJA
MLPX icon

Williams Jones & Associates’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Williams Jones & Associates’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
Q2 		– Sell
-3,333
Closed -$118K – 461
2018
Q1 		$118K Buy
+3,333
New +$131K ﹤0.01% 422

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
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
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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Williams Jones & Associates's MLPX Position: Q2 2018 in Review

Williams Jones & Associates sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q2 2018, closing a stake of 3,333 shares — an estimated $118K sold.

Williams Jones & Associates first reported a position in MLPX in Q1 2018 and held it in 1 quarter. The position peaked at $118K in Q1 2018. 77 funds tracked by Wall St. Rank hold MLPX as of Q2 2018.

  • Williams Jones & Associates reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q2 2018 after selling out during the quarter.
  • Williams Jones & Associates sold 3,333 Global X MLP & Energy Infrastructure ETF shares in Q2 2018, an estimated $118K.
  • Williams Jones & Associates first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2018 and held it in 1 quarter.
  • Williams Jones & Associates's Global X MLP & Energy Infrastructure ETF position peaked at $118K in Q1 2018.
  • 77 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2018.

Based on Williams Jones & Associates's 13F filing for Q2 2018, filed 14 Aug 2018.