CTC
AMJ

Central Trust Company’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Central Trust Company’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
Q1 		– Sell
-239
Closed -$5K – 1230
2019
Q4 		$5K Buy
+239
New +$5.14K ﹤0.01% 1067
2019
Q1 		– Sell
-1,025
Closed -$23K – 1166
2018
Q4 		$23K Buy
+1,025
New +$25.9K ﹤0.01% 757
2016
Q1 		– Sell
-100
Closed -$3K – 1180
2015
Q4 		$3K Sell
100
-79
-44% -$2.42K ﹤0.01% 1112
2015
Q3 		$5K Sell
179
-1,618
-90% -$58.2K ﹤0.01% 1087
2015
Q2 		$72K Buy
1,797
+672
+60% +$29.2K 0.01% 597
2015
Q1 		$48K Sell
1,125
-860
-43% -$37.9K ﹤0.01% 657
2014
Q4 		$92K Hold
1,985
– – 0.01% 542
2014
Q3 		$106K Hold
1,985
– – 0.01% 528
2014
Q2 		$104K Sell
1,985
-580
-23% -$28.6K 0.01% 535
2014
Q1 		$119K Buy
2,565
+215
+9% +$9.92K 0.01% 508
2013
Q4 		$109K Buy
2,350
+725
+45% +$32.7K 0.01% 506
2013
Q3 		$72K Buy
+1,625
New +$74.7K 0.01% 568

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Central Trust Company's AMJ Position: Q1 2020 in Review

Central Trust Company sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 239 shares — an estimated $5K sold.

Central Trust Company first reported a position in AMJ in Q3 2013 and held it in 12 quarters. The position peaked at $119K in Q1 2014. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Central Trust Company reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Central Trust Company sold 239 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $5K.
  • Central Trust Company first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2013 and held it in 12 quarters.
  • Central Trust Company's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $119K in Q1 2014.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Central Trust Company's 13F filing for Q1 2020, filed 17 Apr 2020.