CAL
AMJ

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

Capital Advisors Ltd’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
-800
Closed -$22K – 495
2018
Q3 		$22K Hold
800
– – 0.01% 356
2018
Q2 		$21K Hold
800
– – 0.01% 283
2018
Q1 		$19K Hold
800
– – 0.01% 279
2017
Q4 		$22K Hold
800
– – 0.01% 272
2017
Q3 		$23K Hold
800
– – 0.01% 272
2017
Q2 		$24K Hold
800
– – 0.01% 272
2017
Q1 		$26K Hold
800
– – 0.01% 244
2016
Q4 		$25K Buy
+800
New +$24.4K 0.01% 242

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.37B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $4.62B AUM 25.58% 1-Year Est. Return

Capital Advisors Ltd's AMJ Position: Q4 2018 in Review

Capital Advisors Ltd sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 800 shares — an estimated $22K sold.

Capital Advisors Ltd first reported a position in AMJ in Q4 2016 and held it in 8 quarters. The position peaked at $26K in Q1 2017. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

  • Capital Advisors Ltd reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
  • Capital Advisors Ltd sold 800 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $22K.
  • Capital Advisors Ltd first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2016 and held it in 8 quarters.
  • Capital Advisors Ltd's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $26K in Q1 2017.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Capital Advisors Ltd's 13F filing for Q4 2018, filed 29 Jan 2019.