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

ArchPoint 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
2019 Q4	–	Sell	-145,000	Closed	-$3.37M	–	142
2019 Q3	$3.37M	Hold	145,000	–	–	1.14%	18
2019 Q2	$3.64M	Hold	145,000	–	–	1.15%	18
2019 Q1	$3.7M	Hold	145,000	–	–	1.11%	18
2018 Q4	$3.24M	Buy	+145,000	New	+$3.67M	1.12%	19

Other funds holding AMJ

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

BJL

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

ArchPoint Investors's AMJ Position: Q4 2019 in Review

ArchPoint Investors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2019, closing a stake of 145,000 shares — an estimated $3.37M sold.

ArchPoint Investors first reported a position in AMJ in Q4 2018 and held it in 4 quarters. The position peaked at $3.7M in Q1 2019. 278 funds tracked by Wall St. Rank hold AMJ as of Q4 2019.

ArchPoint Investors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2019 after selling out during the quarter.
ArchPoint Investors sold 145,000 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2019, an estimated $3.37M.
ArchPoint Investors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 4 quarters.
ArchPoint Investors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.7M in Q1 2019.
278 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2019.

Based on ArchPoint Investors's 13F filing for Q4 2019, filed 12 Feb 2020.