JBJ Investment Partners’s Alerian MLP ETF AMLP Stock Holding History

JBJ Investment Partners’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 Q3	–	Sell	-92,528	Closed	-$2.28M	–	49
2020 Q2	$2.28M	Buy	92,528 +6,171	+7%	+$151K	0.65%	18
2020 Q1	$1.49M	Buy	+86,357	New	+$2.93M	0.53%	19
2019 Q2	–	Sell	-100	Closed	-$5K	–	60
2019 Q1	$5K	Buy	+100	New	+$4.9K	﹤0.01%	197

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JBJ Investment Partners's AMLP Position: Q3 2020 in Review

JBJ Investment Partners sold out of Alerian MLP ETF (AMLP) in Q3 2020, closing a stake of 92,528 shares — an estimated $2.28M sold.

JBJ Investment Partners first reported a position in AMLP in Q1 2019 and held it in 3 quarters. The position peaked at $2.28M in Q2 2020. 357 funds tracked by Wall St. Rank hold AMLP as of Q3 2020.

JBJ Investment Partners reported no remaining Alerian MLP ETF position as of Q3 2020 after selling out during the quarter.
JBJ Investment Partners sold 92,528 Alerian MLP ETF shares in Q3 2020, an estimated $2.28M.
JBJ Investment Partners first reported a position in Alerian MLP ETF in Q1 2019 and held it in 3 quarters.
JBJ Investment Partners's Alerian MLP ETF position peaked at $2.28M in Q2 2020.
357 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2020.

Based on JBJ Investment Partners's 13F filing for Q3 2020, filed 23 Oct 2020.