CA
AMJ

Calton & Associates’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Calton & Associates’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
Q1 		– Sell
-1,535
Closed -$46K – 1336
2017
Q4 		$46K Buy
+1,535
New +$41.7K 0.01% 707

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Calton & Associates's AMJ Position: Q1 2018 in Review

Calton & Associates sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2018, closing a stake of 1,535 shares — an estimated $46K sold.

Calton & Associates first reported a position in AMJ in Q4 2017 and held it in 1 quarter. The position peaked at $46K in Q4 2017. 292 funds tracked by Wall St. Rank hold AMJ as of Q1 2018.

  • Calton & Associates reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,535 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2018, an estimated $46K.
  • Calton & Associates first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $46K in Q4 2017.
  • 292 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.