ACM
AMJ

AlphaStar Capital Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

AlphaStar Capital Management’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
-15,087
Closed -$193K – 221
2020
Q2 		$193K Sell
15,087
-9,622
-39% -$127K 0.04% 186
2020
Q1 		$257K Buy
+24,709
New +$432K 0.06% 155
2019
Q2 		– Sell
-16,192
Closed – – 247
2019
Q1 		$0 Buy
16,192
+125
+0.8% +$3.12K ﹤0.01% 235
2018
Q4 		$358K Sell
16,067
-3,535
-18% -$89.4K 0.11% 145
2018
Q3 		$538K Sell
19,602
-8,104
-29% -$226K 0.16% 115
2018
Q2 		$736K Buy
27,706
+18,555
+203% +$486K 0.23% 91
2018
Q1 		$220K Sell
9,151
-234,583
-96% -$6.43M 0.08% 165
2017
Q4 		$7.19M Buy
+243,734
New +$6.62M 1.85% 16

Other funds holding AMJ

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BJL
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CIBC Private Wealth Group
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ST
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ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return