IBEX Wealth Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

IBEX Wealth Advisors’s Portfolio AMJ Stock Details AMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-103,479	Closed	-$1.36M	–	110
2020 Q2	$1.36M	Sell	103,479 -7,439	-7%	-$98K	0.44%	77
2020 Q1	$1M	Sell	110,918 -4,352	-4%	-$76K	0.39%	76
2019 Q4	$2.51M	Buy	+115,270	New	+$2.48M	0.77%	56
2019 Q3	–	Sell	-2,415	Closed	-$60K	–	413
2019 Q2	$60K	Buy	+2,415	New	+$60.8K	0.02%	205
2017 Q3	–	Sell	-6,059	Closed	-$178K	–	148
2017 Q2	$178K	Buy	+6,059	New	+$186K	0.07%	130
2017 Q1	–	Sell	-3,772	Closed	-$121K	–	412
2016 Q4	$121K	Buy	+3,772	New	+$115K	0.06%	128

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

IBEX Wealth Advisors's AMJ Position: Q3 2020 in Review

IBEX Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2020, closing a stake of 103,479 shares — an estimated $1.36M sold.

IBEX Wealth Advisors first reported a position in AMJ in Q4 2016 and held it in 6 quarters. The position peaked at $2.51M in Q4 2019. 193 funds tracked by Wall St. Rank hold AMJ as of Q3 2020.

IBEX Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2020 after selling out during the quarter.
IBEX Wealth Advisors sold 103,479 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2020, an estimated $1.36M.
IBEX Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2016 and held it in 6 quarters.
IBEX Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.51M in Q4 2019.
193 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2020.

Based on IBEX Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.