CFA
AMJ

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

Camarda Financial 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
2019
Q3 		– Sell
-85
Closed -$2K – 484
2019
Q2 		$2K Hold
85
– – ﹤0.01% 359
2019
Q1 		$2K Sell
85
-1,431
-94% -$35.7K ﹤0.01% 389
2018
Q4 		$34K Hold
1,516
– – 0.04% 94
2018
Q3 		$42K Sell
1,516
-151
-9% -$4.21K 0.05% 118
2018
Q2 		$44K Hold
1,667
– – 0.05% 112
2018
Q1 		$40K Sell
1,667
-3,256
-66% -$89.2K 0.04% 110
2017
Q4 		$135K Sell
4,923
-2,991
-38% -$81.2K 0.16% 90
2017
Q3 		$223K Sell
7,914
-1,902
-19% -$54.7K 0.24% 72
2017
Q2 		$292K Buy
+9,816
New +$302K 0.31% 66
2017
Q1 		– Sell
-68,205
Closed -$2.16M – 260
2016
Q4 		$2.16M Sell
68,205
-10,661
-14% -$326K 1.47% 14
2016
Q3 		$2.48M Sell
78,866
-55,120
-41% -$1.73M 1.51% 16
2016
Q2 		$4.26M Sell
133,986
-893
-0.7% -$26.6K 2.7% 6
2016
Q1 		$3.65M Buy
134,879
+419
+0.3% +$10.6K 2.28% 7
2015
Q4 		$3.9M Sell
134,460
-19,421
-13% -$596K 2.38% 7
2015
Q3 		$4.68M Buy
153,881
+6,313
+4% +$227K 2.91% 6
2015
Q2 		$5.84M Sell
147,568
-3,332
-2% -$145K 3.26% 5
2015
Q1 		$6.46M Buy
150,900
+218
+0.1% +$9.62K 3.59% 4
2014
Q4 		$6.92M Buy
150,682
+1,467
+1% +$71.7K 4.4% 2
2014
Q3 		$7.92M Sell
149,215
-1,070
-0.7% -$56.1K 5.49% 2
2014
Q2 		$7.87M Buy
150,285
+6,236
+4% +$307K 5.4% 2
2014
Q1 		$6.7M Buy
144,049
+8,339
+6% +$385K 5.14% 3
2013
Q4 		$6.29M Sell
135,710
-5,692
-4% -$257K 5.13% 3
2013
Q3 		$6.31M Sell
141,402
-7,462
-5% -$343K 8.25% 2
2013
Q2 		$6.94M Buy
+148,864
New +$6.89M 6.35% 1

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Camarda Financial Advisors's AMJ Position: Q3 2019 in Review

Camarda Financial Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2019, closing a stake of 85 shares — an estimated $2K sold.

Camarda Financial Advisors first reported a position in AMJ in Q2 2013 and held it in 24 quarters. The position peaked at $7.92M in Q3 2014. 267 funds tracked by Wall St. Rank hold AMJ as of Q3 2019.

  • Camarda Financial Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 85 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2019, an estimated $2K.
  • Camarda Financial Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 24 quarters.
  • Camarda Financial Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $7.92M in Q3 2014.
  • 267 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.