ACA
AMJ

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

Atlas Capital 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
2021
Q4 		– Sell
-22,995
Closed -$418K – 969
2021
Q3 		$418K Sell
22,995
-75,948
-77% -$1.38M 0.07% 229
2021
Q2 		$1.94M Sell
98,943
-3,234
-3% -$60.2K 0.33% 69
2021
Q1 		$1.7M Sell
102,177
-12,139
-11% -$193K 0.33% 73
2020
Q4 		$1.59M Buy
114,316
+2,093
+2% +$27.2K 0.33% 70
2020
Q3 		$1.21M Buy
112,223
+26,489
+31% +$333K 0.29% 80
2020
Q2 		$1.13M Sell
85,734
-57,271
-40% -$754K 0.27% 85
2020
Q1 		$1.29M Buy
143,005
+81,397
+132% +$1.42M 0.38% 62
2019
Q4 		$1.34M Sell
61,608
-21,338
-26% -$459K 0.33% 77
2019
Q3 		$1.93M Buy
82,946
+8,119
+11% +$196K 0.58% 36
2019
Q2 		$1.88M Sell
74,827
-4,770
-6% -$120K 0.62% 35
2019
Q1 		$2.03M Sell
79,597
-647
-0.8% -$16.2K 0.73% 26
2018
Q4 		$1.79M Sell
80,244
-9,388
-10% -$237K 0.72% 28
2018
Q3 		$2.52M Buy
+89,632
New +$2.5M 0.84% 21
2018
Q2 		– Sell
-47,618
Closed -$1.14M – 572
2018
Q1 		$1.14M Buy
+47,618
New +$1.3M 0.35% 85

Other funds holding AMJ

JP Morgan Chase
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
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atlas Capital Advisors's AMJ Position: Q4 2021 in Review

Atlas Capital Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2021, closing a stake of 22,995 shares — an estimated $418K sold.

Atlas Capital Advisors first reported a position in AMJ in Q1 2018 and held it in 14 quarters. The position peaked at $2.52M in Q3 2018. 192 funds tracked by Wall St. Rank hold AMJ as of Q4 2021.

  • Atlas Capital Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2021 after selling out during the quarter.
  • Atlas Capital Advisors sold 22,995 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2021, an estimated $418K.
  • Atlas Capital Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2018 and held it in 14 quarters.
  • Atlas Capital Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.52M in Q3 2018.
  • 192 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2021.

Based on Atlas Capital Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.