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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AlphaStar Capital Management's AMJ Position: Q3 2020 in Review

AlphaStar Capital Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2020, closing a stake of 15,087 shares — an estimated $193K sold.

AlphaStar Capital Management first reported a position in AMJ in Q4 2017 and held it in 8 quarters. The position peaked at $7.19M in Q4 2017. 193 funds tracked by Wall St. Rank hold AMJ as of Q3 2020.

AlphaStar Capital Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2020 after selling out during the quarter.
AlphaStar Capital Management sold 15,087 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2020, an estimated $193K.
AlphaStar Capital Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 8 quarters.
AlphaStar Capital Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $7.19M in Q4 2017.
193 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2020.

Based on AlphaStar Capital Management's 13F filing for Q3 2020, filed 28 Oct 2020.