IBEX Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,123	Closed	-$218K	–	94
2019 Q4	$218K	Sell	5,123 -27,797	-84%	-$1.17M	0.07%	100
2019 Q3	$1.5M	Buy	32,920 +722	+2%	+$34.1K	0.5%	75
2019 Q2	$1.58M	Buy	32,198 +8,799	+38%	+$435K	0.46%	91
2019 Q1	$1.17M	Buy	23,399 +13,465	+136%	+$660K	0.41%	85
2018 Q4	$434K	Buy	+9,934	New	+$487K	0.2%	67

Other funds holding AMLP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

IBEX Wealth Advisors's AMLP Position: Q1 2020 in Review

IBEX Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2020, closing a stake of 5,123 shares — an estimated $218K sold.

IBEX Wealth Advisors first reported a position in AMLP in Q4 2018 and held it in 5 quarters. The position peaked at $1.58M in Q2 2019. 613 funds tracked by Wall St. Rank hold AMLP as of Q1 2020.

IBEX Wealth Advisors reported no remaining Alerian MLP ETF position as of Q1 2020 after selling out during the quarter.
IBEX Wealth Advisors sold 5,123 Alerian MLP ETF shares in Q1 2020, an estimated $218K.
IBEX Wealth Advisors first reported a position in Alerian MLP ETF in Q4 2018 and held it in 5 quarters.
IBEX Wealth Advisors's Alerian MLP ETF position peaked at $1.58M in Q2 2019.
613 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2020.

Based on IBEX Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.