CCA
AMJ

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

Clearwater Capital Advisors’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
-409,191
Closed -$8.92M – 171
2019
Q4 		$8.92M Buy
409,191
+79,766
+24% +$1.72M 1.49% 18
2019
Q3 		$7.67M Buy
329,425
+6,364
+2% +$154K 1.35% 18
2019
Q2 		$8.11M Buy
323,061
+4,992
+2% +$126K 1.47% 20
2019
Q1 		$8.11M Sell
318,069
-6,350
-2% -$159K 1.52% 17
2018
Q4 		$7.24M Sell
324,419
-24,742
-7% -$626K 1.59% 11
2018
Q3 		$9.59M Sell
349,161
-876
-0.3% -$24.4K 1.87% 11
2018
Q2 		$9.3M Buy
350,037
+7,957
+2% +$208K 1.91% 11
2018
Q1 		$8.21M Sell
342,080
-1,303
-0.4% -$35.7K 1.7% 13
2017
Q4 		$9.43M Buy
343,383
+46,785
+16% +$1.27M 2.07% 10
2017
Q3 		$8.44M Buy
296,598
+36,578
+14% +$1.05M 1.97% 11
2017
Q2 		$7.66M Buy
260,020
+50,636
+24% +$1.56M 1.95% 12
2017
Q1 		$6.74M Buy
+209,384
New +$6.84M 1.84% 13

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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
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 $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Clearwater Capital Advisors's AMJ Position: Q1 2020 in Review

Clearwater Capital Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 409,191 shares — an estimated $8.92M sold.

Clearwater Capital Advisors first reported a position in AMJ in Q1 2017 and held it in 12 quarters. The position peaked at $9.59M in Q3 2018. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Clearwater Capital Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Clearwater Capital Advisors sold 409,191 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $8.92M.
  • Clearwater Capital Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2017 and held it in 12 quarters.
  • Clearwater Capital Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $9.59M in Q3 2018.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Clearwater Capital Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.