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

Brookstone 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 Q4	–	Sell	-12,961	Closed	-$140K	–	529
2020 Q3	$140K	Sell	12,961 -2,184	-14%	-$27.4K	0.01%	421
2020 Q2	$200K	Buy	+15,145	New	+$199K	0.01%	337
2019 Q2	–	Sell	-9,071	Closed	-$231K	–	493
2019 Q1	$231K	Buy	+9,071	New	+$227K	0.02%	356
2018 Q4	–	Sell	-13,105	Closed	-$360K	–	417
2018 Q3	$360K	Buy	+13,105	New	+$366K	0.03%	310
2018 Q2	–	Sell	-37,841	Closed	-$908K	–	418
2018 Q1	$908K	Buy	+37,841	New	+$1.04M	0.08%	142
2017 Q3	–	Sell	-33,014	Closed	-$981K	–	345
2017 Q2	$981K	Sell	33,014 -4,159	-11%	-$128K	0.09%	140
2017 Q1	$1.2M	Sell	37,173 -16,836	-31%	-$550K	0.12%	129
2016 Q4	$1.71M	Buy	54,009 +33,798	+167%	+$1.03M	0.19%	126
2016 Q3	$637K	Buy	20,211 +1,185	+6%	+$37.3K	0.07%	160
2016 Q2	$605K	Buy	+19,026	New	+$567K	0.08%	156
2015 Q4	–	Sell	-4,836	Closed	-$147K	–	917
2015 Q3	$147K	Buy	4,836 +836	+21%	+$30.1K	0.03%	218
2015 Q2	$158K	Buy	+4,000	New	+$174K	0.02%	263

Other funds holding AMJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Brookstone Capital Management's AMJ Position: Q4 2020 in Review

Brookstone Capital Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2020, closing a stake of 12,961 shares — an estimated $140K sold.

Brookstone Capital Management first reported a position in AMJ in Q2 2015 and held it in 12 quarters. The position peaked at $1.71M in Q4 2016. 185 funds tracked by Wall St. Rank hold AMJ as of Q4 2020.

Brookstone Capital Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2020 after selling out during the quarter.
Brookstone Capital Management sold 12,961 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2020, an estimated $140K.
Brookstone Capital Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2015 and held it in 12 quarters.
Brookstone Capital Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.71M in Q4 2016.
185 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2020.

Based on Brookstone Capital Management's 13F filing for Q4 2020, filed 13 Jan 2021.