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

Capital Advisors Inc’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	-11,375	Closed	-$123K	–	226
2020 Q3	$123K	Hold	11,375	–	–	0.01%	190
2020 Q2	$155K	Hold	11,375	–	–	0.01%	177
2020 Q1	$103K	Sell	11,375 -7,263	-39%	-$127K	0.01%	155
2019 Q4	$406K	Sell	18,638 -11,288	-38%	-$243K	0.02%	140
2019 Q3	$751K	Hold	29,926	–	–	0.04%	121
2019 Q2	$751K	Buy	29,926 +20,326	+212%	+$512K	0.04%	121
2019 Q1	$245K	Sell	9,600 -22,481	-70%	-$561K	0.03%	119
2018 Q4	$716K	Sell	32,081 -1,160	-3%	-$29.3K	0.05%	120
2018 Q3	$913K	Sell	33,241 -17,200	-34%	-$480K	0.05%	120
2018 Q2	$1.34M	Sell	50,441 -38,000	-43%	-$994K	0.08%	116
2018 Q1	$2.12M	Hold	88,441	–	–	0.13%	108
2017 Q4	$2.43M	Sell	88,441 -269	-0.3%	-$7.3K	0.14%	104
2017 Q3	$2.5M	Buy	88,710 +269	+0.3%	+$7.74K	0.15%	96
2017 Q2	$2.63M	Hold	88,441	–	–	0.16%	93
2017 Q1	$2.86M	Buy	88,441 +26,000	+42%	+$849K	0.19%	86
2016 Q4	$1.97M	Buy	+62,441	New	+$1.91M	0.14%	91

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

Capital Advisors Inc's AMJ Position: Q4 2020 in Review

Capital Advisors Inc sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2020, closing a stake of 11,375 shares — an estimated $123K sold.

Capital Advisors Inc first reported a position in AMJ in Q4 2016 and held it in 16 quarters. The position peaked at $2.86M in Q1 2017. 185 funds tracked by Wall St. Rank hold AMJ as of Q4 2020.

Capital Advisors Inc reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2020 after selling out during the quarter.
Capital Advisors Inc sold 11,375 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2020, an estimated $123K.
Capital Advisors Inc first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2016 and held it in 16 quarters.
Capital Advisors Inc's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.86M in Q1 2017.
185 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2020.

Based on Capital Advisors Inc's 13F filing for Q4 2020, filed 8 Feb 2021.