BFC
AMJ

Bedel Financial Consulting’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Bedel Financial Consulting’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
Q4 		– Sell
-160
Closed -$2K – 887
2020
Q3 		$2K Buy
+160
New +$2.01K ﹤0.01% 749

Other funds holding AMJ

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BJL
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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bedel Financial Consulting's AMJ Position: Q4 2020 in Review

Bedel Financial Consulting sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2020, closing a stake of 160 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in AMJ in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 185 funds tracked by Wall St. Rank hold AMJ as of Q4 2020.

  • Bedel Financial Consulting reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 160 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2020, an estimated $2K.
  • Bedel Financial Consulting first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2020 and held it in 1 quarter.
  • Bedel Financial Consulting's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2K in Q3 2020.
  • 185 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2020.

Based on Bedel Financial Consulting's 13F filing for Q4 2020, filed 2 Feb 2021.