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

Berman 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
2020 Q2	–	Sell	-196	Closed	-$1K	–	1871
2020 Q1	$1K	Hold	196	–	–	﹤0.01%	1408
2019 Q4	$4K	Hold	196	–	–	﹤0.01%	1058
2019 Q3	$4K	Sell	196 -259	-57%	-$6.25K	﹤0.01%	1037
2019 Q2	$11K	Sell	455 -455	-50%	-$11.5K	﹤0.01%	703
2019 Q1	$23K	Hold	910	–	–	0.01%	426
2018 Q4	$20K	Buy	+910	New	+$23K	0.01%	388

Other funds holding AMJ

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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

Berman Capital Advisors's AMJ Position: Q2 2020 in Review

Berman Capital Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2020, closing a stake of 196 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in AMJ in Q4 2018 and held it in 6 quarters. The position peaked at $23K in Q1 2019. 210 funds tracked by Wall St. Rank hold AMJ as of Q2 2020.

Berman Capital Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2020 after selling out during the quarter.
Berman Capital Advisors sold 196 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2020, an estimated $1K.
Berman Capital Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 6 quarters.
Berman Capital Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $23K in Q1 2019.
210 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.