BRM
AMJ

Boston Research & Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Boston Research & 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
2018
Q4 		– Sell
-34,655
Closed -$951K – 106
2018
Q3 		$951K Sell
34,655
-5,995
-15% -$167K 0.43% 61
2018
Q2 		$1.08M Sell
40,650
-6,430
-14% -$168K 0.53% 59
2018
Q1 		$1.13M Buy
47,080
+8,130
+21% +$223K 0.58% 55
2017
Q4 		$1.07M Buy
38,950
+310
+0.8% +$8.41K 0.54% 56
2017
Q3 		$1.09M Buy
38,640
+2,350
+6% +$67.6K 0.56% 56
2017
Q2 		$1.08M Buy
36,290
+1,420
+4% +$43.6K 0.58% 56
2017
Q1 		$1.13M Buy
34,870
+750
+2% +$24.5K 0.61% 56
2016
Q4 		$1.08M Sell
34,120
-2,070
-6% -$63.2K 0.61% 56
2016
Q3 		$1.14M Hold
36,190
– – 0.66% 55
2016
Q2 		$1.15M Buy
36,190
+1,200
+3% +$35.7K 0.7% 56
2016
Q1 		$947K Buy
34,990
+19,380
+124% +$489K 0.59% 57
2015
Q4 		$452K Sell
15,610
-10,590
-40% -$325K 0.28% 76
2015
Q3 		$796K Buy
26,200
+10,335
+65% +$372K 0.52% 65
2015
Q2 		$628K Hold
15,865
– – 0.4% 66
2015
Q1 		$679K Sell
15,865
-190
-1% -$8.38K 0.43% 67
2014
Q4 		$737K Hold
16,055
– – 0.46% 65
2014
Q3 		$852K Hold
16,055
– – 0.57% 62
2014
Q2 		$840K Sell
16,055
-170
-1% -$8.37K 0.58% 60
2014
Q1 		$755K Sell
16,225
-360
-2% -$16.6K 0.56% 60
2013
Q4 		$768K Sell
16,585
-55
-0.3% -$2.48K 0.59% 59
2013
Q3 		$742K Hold
16,640
– – 0.63% 60
2013
Q2 		$776K Buy
+16,640
New +$771K 0.69% 56

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Boston Research & Management's AMJ Position: Q4 2018 in Review

Boston Research & Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 34,655 shares — an estimated $951K sold.

Boston Research & Management first reported a position in AMJ in Q2 2013 and held it in 22 quarters. The position peaked at $1.15M in Q2 2016. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

  • Boston Research & Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
  • Boston Research & Management sold 34,655 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $951K.
  • Boston Research & Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 22 quarters.
  • Boston Research & Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.15M in Q2 2016.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Boston Research & Management's 13F filing for Q4 2018, filed 6 Feb 2019.