CAN
AMJ

Claraphi Advisory Network’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Claraphi Advisory Network’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
-13,585
Closed -$146K – 314
2020
Q3 		$146K Sell
13,585
-58,776
-81% -$738K 0.05% 236
2020
Q2 		$955K Buy
72,361
+72,195
+43,491% +$951K 0.41% 45
2020
Q1 		$1K Buy
+166
New +$2.9K ﹤0.01% 1140

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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Claraphi Advisory Network's AMJ Position: Q4 2020 in Review

Claraphi Advisory Network sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2020, closing a stake of 13,585 shares — an estimated $146K sold.

Claraphi Advisory Network first reported a position in AMJ in Q1 2020 and held it in 3 quarters. The position peaked at $955K in Q2 2020. 185 funds tracked by Wall St. Rank hold AMJ as of Q4 2020.

  • Claraphi Advisory Network reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 13,585 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2020, an estimated $146K.
  • Claraphi Advisory Network first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2020 and held it in 3 quarters.
  • Claraphi Advisory Network's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $955K in Q2 2020.
  • 185 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2020.

Based on Claraphi Advisory Network's 13F filing for Q4 2020, filed 5 Feb 2021.