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

AMI Investment 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 Q1	–	Sell	-91,390	Closed	-$1.99M	–	78
2019 Q4	$1.99M	Buy	91,390 +90	+0.1%	+$1.94K	0.85%	38
2019 Q3	$2.13M	Buy	91,300 +25,150	+38%	+$607K	0.99%	34
2019 Q2	$1.66M	Buy	66,150 +16,325	+33%	+$411K	0.85%	39
2019 Q1	$1.27M	Buy	49,825 +400	+0.8%	+$9.99K	0.67%	44
2018 Q4	$1.1M	Sell	49,425 -225	-0.5%	-$5.69K	0.65%	41
2018 Q3	$1.36M	Buy	49,650 +1,850	+4%	+$51.6K	0.71%	42
2018 Q2	$1.27M	Buy	+47,800	New	+$1.25M	0.67%	41

Other funds holding AMJ

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

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

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

ECM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

AMI Investment Management's AMJ Position: Q1 2020 in Review

AMI Investment Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 91,390 shares — an estimated $1.99M sold.

AMI Investment Management first reported a position in AMJ in Q2 2018 and held it in 7 quarters. The position peaked at $2.13M in Q3 2019. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

AMI Investment Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
AMI Investment Management sold 91,390 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $1.99M.
AMI Investment Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2018 and held it in 7 quarters.
AMI Investment Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.13M in Q3 2019.
240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on AMI Investment Management's 13F filing for Q1 2020, filed 14 May 2020.