Alpine Woods Capital Investors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Alpine Woods Capital Investors’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	-15,000	Closed	-$198K	–	262
2020 Q2	$198K	Hold	15,000	–	–	0.04%	242
2020 Q1	$135K	Hold	15,000	–	–	0.03%	250
2019 Q4	$327K	Hold	15,000	–	–	0.06%	216
2019 Q3	$349K	Hold	15,000	–	–	0.06%	202
2019 Q2	$377K	Hold	15,000	–	–	0.08%	207
2019 Q1	$383K	Hold	15,000	–	–	0.08%	196
2018 Q4	$335K	Sell	15,000 -16,000	-52%	-$405K	0.08%	201
2018 Q3	$851K	Hold	31,000	–	–	0.18%	116
2018 Q2	$824K	Hold	31,000	–	–	0.18%	112
2018 Q1	$744K	Hold	31,000	–	–	0.04%	271
2017 Q4	$852K	Sell	31,000 -8,000	-21%	-$217K	0.04%	266
2017 Q3	$1.1M	Hold	39,000	–	–	0.06%	248
2017 Q2	$1.16M	Hold	39,000	–	–	0.06%	227
2017 Q1	$1.26M	Hold	39,000	–	–	0.07%	223
2016 Q4	$1.23M	Hold	39,000	–	–	0.07%	216
2016 Q3	$1.23M	Hold	39,000	–	–	0.07%	223
2016 Q2	$1.24M	Hold	39,000	–	–	0.07%	217
2016 Q1	$1.06M	Buy	+39,000	New	+$984K	0.06%	228

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 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 $85.7B AUM 24.21% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 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

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

Alpine Woods Capital Investors's AMJ Position: Q3 2020 in Review

Alpine Woods Capital Investors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2020, closing a stake of 15,000 shares — an estimated $198K sold.

Alpine Woods Capital Investors first reported a position in AMJ in Q1 2016 and held it in 18 quarters. The position peaked at $1.26M in Q1 2017. 193 funds tracked by Wall St. Rank hold AMJ as of Q3 2020.

Alpine Woods Capital Investors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2020 after selling out during the quarter.
Alpine Woods Capital Investors sold 15,000 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2020, an estimated $198K.
Alpine Woods Capital Investors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2016 and held it in 18 quarters.
Alpine Woods Capital Investors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.26M in Q1 2017.
193 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2020.

Based on Alpine Woods Capital Investors's 13F filing for Q3 2020, filed 2 Nov 2020.