CI
AMJ

CAZ Investments’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

CAZ Investments’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
Q2 		– Sell
-24,079
Closed -$217K – 61
2020
Q1 		$217K Buy
+24,079
New +$421K 0.56% 30
2015
Q3 		– Sell
-9,233
Closed -$366K – 105
2015
Q2 		$366K Sell
9,233
-78,034
-89% -$3.39M 0.19% 84
2015
Q1 		$3.73M Buy
87,267
+4,803
+6% +$212K 2.64% 4
2014
Q4 		$3.79M Buy
+82,464
New +$4.03M 2.71% 3

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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAZ Investments's AMJ Position: Q2 2020 in Review

CAZ Investments sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2020, closing a stake of 24,079 shares — an estimated $217K sold.

CAZ Investments first reported a position in AMJ in Q4 2014 and held it in 4 quarters. The position peaked at $3.79M in Q4 2014. 210 funds tracked by Wall St. Rank hold AMJ as of Q2 2020.

  • CAZ Investments reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2020 after selling out during the quarter.
  • CAZ Investments sold 24,079 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2020, an estimated $217K.
  • CAZ Investments first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2014 and held it in 4 quarters.
  • CAZ Investments's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.79M in Q4 2014.
  • 210 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2020.

Based on CAZ Investments's 13F filing for Q2 2020, filed 12 Aug 2020.