IWP
AMJ

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

Icon Wealth Partners’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
2019
Q2 		– Sell
-63
Closed -$2K – 815
2019
Q1 		$2K Buy
+63
New +$1.57K ﹤0.01% 845

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CBU
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JMPWA
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ECM
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KeyBank National Association
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Icon Wealth Partners's AMJ Position: Q2 2019 in Review

Icon Wealth Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2019, closing a stake of 63 shares — an estimated $2K sold.

Icon Wealth Partners first reported a position in AMJ in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

  • Icon Wealth Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 63 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2019, an estimated $2K.
  • Icon Wealth Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2K in Q1 2019.
  • 283 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.