Kelman-Lazarov Inc’s Amplify Alternative Harvest ETF MJ Stock Holding History

Kelman-Lazarov Inc’s Portfolio MJ Stock Details MJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-701	Closed	-$267K	–	99
2019 Q2	$267K	Hold	701	–	–	0.14%	80
2019 Q1	$306K	Hold	701	–	–	0.16%	80
2018 Q4	$210K	Hold	701	–	–	0.13%	90
2018 Q3	$337K	Buy	+701	New	+$264K	0.2%	80

Other funds holding MJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Kelman-Lazarov Inc's MJ Position: Q3 2019 in Review

Kelman-Lazarov Inc sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2019, closing a stake of 701 shares — an estimated $267K sold.

Kelman-Lazarov Inc first reported a position in MJ in Q3 2018 and held it in 4 quarters. The position peaked at $337K in Q3 2018. 215 funds tracked by Wall St. Rank hold MJ as of Q3 2019.

Kelman-Lazarov Inc reported no remaining Amplify Alternative Harvest ETF position as of Q3 2019 after selling out during the quarter.
Kelman-Lazarov Inc sold 701 Amplify Alternative Harvest ETF shares in Q3 2019, an estimated $267K.
Kelman-Lazarov Inc first reported a position in Amplify Alternative Harvest ETF in Q3 2018 and held it in 4 quarters.
Kelman-Lazarov Inc's Amplify Alternative Harvest ETF position peaked at $337K in Q3 2018.
215 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2019.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2019, filed 15 Oct 2019.