BCM
AMJ

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

Blume Capital Management’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
Q1 		– Sell
-10,600
Closed -$231K – 266
2019
Q4 		$231K Sell
10,600
-73,350
-87% -$1.58M 0.11% 60
2019
Q3 		$1.95M Sell
83,950
-28,900
-26% -$698K 0.98% 32
2019
Q2 		$2.83M Sell
112,850
-3,000
-3% -$75.6K 1.43% 27
2019
Q1 		$2.96M Sell
115,850
-1,400
-1% -$35K 1.55% 24
2018
Q4 		$2.62M Buy
+117,250
New +$2.97M 1.49% 27

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 $5.7B AUM 32.06% 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
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Blume Capital Management's AMJ Position: Q1 2020 in Review

Blume Capital Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 10,600 shares — an estimated $231K sold.

Blume Capital Management first reported a position in AMJ in Q4 2018 and held it in 5 quarters. The position peaked at $2.96M in Q1 2019. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Blume Capital Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Blume Capital Management sold 10,600 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $231K.
  • Blume Capital Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 5 quarters.
  • Blume Capital Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.96M in Q1 2019.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Blume Capital Management's 13F filing for Q1 2020, filed 7 May 2020.