AI
AMJ

Atria Investments’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Atria Investments’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
Q2 		– Sell
-14,746
Closed -$133K – 787
2020
Q1 		$133K Buy
+14,746
New +$258K 0.01% 547
2019
Q2 		– Sell
-9,397
Closed -$240K – 1101
2019
Q1 		$240K Sell
9,397
-6,326
-40% -$158K 0.01% 794
2018
Q4 		$351K Buy
+15,723
New +$398K 0.02% 610

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Atria Investments's AMJ Position: Q2 2020 in Review

Atria Investments sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2020, closing a stake of 14,746 shares — an estimated $133K sold.

Atria Investments first reported a position in AMJ in Q4 2018 and held it in 3 quarters. The position peaked at $351K in Q4 2018. 210 funds tracked by Wall St. Rank hold AMJ as of Q2 2020.

  • Atria Investments reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2020 after selling out during the quarter.
  • Atria Investments sold 14,746 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2020, an estimated $133K.
  • Atria Investments first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 3 quarters.
  • Atria Investments's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $351K in Q4 2018.
  • 210 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.