APSP
AMJ

Asset Planning Services (Pennsylvania)’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Asset Planning Services (Pennsylvania)’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
-1,160
Closed -$27K – 270
2019
Q3 		$27K Hold
1,160
– – 0.01% 159
2019
Q2 		$29K Sell
1,160
-217
-16% -$5.46K 0.01% 151
2019
Q1 		$35K Hold
1,377
– – 0.02% 150
2018
Q4 		$31K Hold
1,377
– – 0.02% 148
2018
Q3 		$36K Hold
1,377
– – 0.02% 144
2018
Q2 		$37K Hold
1,377
– – 0.02% 145
2018
Q1 		$33K Buy
1,377
+415
+43% +$11.4K 0.02% 150
2017
Q4 		$26K Sell
962
-217
-18% -$5.89K 0.01% 163
2017
Q3 		$33K Hold
1,179
– – 0.02% 167
2017
Q2 		$35K Hold
1,179
– – 0.02% 153
2017
Q1 		$38K Buy
1,179
+234
+25% +$7.64K 0.03% 162
2016
Q4 		$30K Sell
945
-234
-20% -$7.14K 0.02% 151
2016
Q3 		$37K Hold
1,179
– – 0.03% 143
2016
Q2 		$38K Hold
1,179
– – 0.03% 150
2016
Q1 		$32K Hold
1,179
– – 0.03% 153
2015
Q4 		$34K Buy
1,179
+265
+29% +$8.13K 0.03% 121
2015
Q3 		$28K Buy
914
+480
+111% +$17.3K 0.03% 119
2015
Q2 		$17K Buy
+434
New +$18.9K 0.02% 153

Other funds holding AMJ

JP Morgan Chase
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
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
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Goldman Sachs
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

Asset Planning Services (Pennsylvania)'s AMJ Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2019, closing a stake of 1,160 shares — an estimated $27K sold.

Asset Planning Services (Pennsylvania) first reported a position in AMJ in Q2 2015 and held it in 18 quarters. The position peaked at $38K in Q1 2017. 278 funds tracked by Wall St. Rank hold AMJ as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,160 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2019, an estimated $27K.
  • Asset Planning Services (Pennsylvania) first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $38K in Q1 2017.
  • 278 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.