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AMJ

Apriem Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Apriem Advisors’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
2019
Q4 		– Sell
-12,850
Closed -$299K – 144
2019
Q3 		$299K Buy
12,850
+3,700
+40% +$89.4K 0.07% 98
2019
Q2 		$230K Sell
9,150
-1,250
-12% -$31.5K 0.07% 121
2019
Q1 		$265K Hold
10,400
– – 0.07% 106
2018
Q4 		$232K Sell
10,400
-6,500
-38% -$164K 0.08% 109
2018
Q3 		$464K Hold
16,900
– – 0.1% 85
2018
Q2 		$449K Buy
16,900
+2,000
+13% +$52.3K 0.1% 80
2018
Q1 		$358K Sell
14,900
-5,045
-25% -$138K 0.09% 86
2017
Q4 		$548K Sell
19,945
-4,550
-19% -$124K 0.14% 64
2017
Q3 		$691K Buy
24,495
+6,500
+36% +$187K 0.17% 60
2017
Q2 		$534K Buy
17,995
+320
+2% +$9.83K 0.14% 73
2017
Q1 		$571K Buy
17,675
+75
+0.4% +$2.45K 0.16% 65
2016
Q4 		$556K Sell
17,600
-2,905
-14% -$88.7K 0.17% 65
2016
Q3 		$646K Sell
20,505
-7,018
-25% -$221K 0.19% 65
2016
Q2 		$876K Sell
27,523
-3,539
-11% -$105K 0.28% 54
2016
Q1 		$841K Sell
31,062
-892
-3% -$22.5K 0.33% 50
2015
Q4 		$926K Sell
31,954
-9,017
-22% -$277K 0.33% 50
2015
Q3 		$1.25M Sell
40,971
-4,254
-9% -$153K 0.46% 41
2015
Q2 		$1.79M Buy
45,225
+137
+0.3% +$5.95K 0.62% 47
2015
Q1 		$1.93M Buy
45,088
+20,828
+86% +$919K 0.67% 47
2014
Q4 		$1.11M Buy
24,260
+11,210
+86% +$548K 0.41% 52
2014
Q3 		$693K Hold
13,050
– – 0.26% 67
2014
Q2 		$684K Hold
13,050
– – 0.26% 73
2014
Q1 		$607K Buy
13,050
+1,300
+11% +$60K 0.23% 78
2013
Q4 		$545K Buy
11,750
+3,950
+51% +$178K 0.21% 74
2013
Q3 		$348K Buy
7,800
+850
+12% +$39.1K 0.15% 81
2013
Q2 		$324K Buy
+6,950
New +$322K 0.16% 83

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apriem Advisors's AMJ Position: Q4 2019 in Review

Apriem Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2019, closing a stake of 12,850 shares — an estimated $299K sold.

Apriem Advisors first reported a position in AMJ in Q2 2013 and held it in 26 quarters. The position peaked at $1.93M in Q1 2015. 278 funds tracked by Wall St. Rank hold AMJ as of Q4 2019.

  • Apriem Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2019 after selling out during the quarter.
  • Apriem Advisors sold 12,850 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2019, an estimated $299K.
  • Apriem Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 26 quarters.
  • Apriem Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.93M in Q1 2015.
  • 278 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2019.

Based on Apriem Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.