CASC
AMJ

Coppell Advisory Solutions Corp’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-6,373
Closed -$139K – 1156
2022
Q4 		$139K Buy
+6,373
New +$140K 0.05% 194

Other funds holding AMJ

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Coppell Advisory Solutions Corp's AMJ Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2023, closing a stake of 6,373 shares — an estimated $139K sold.

Coppell Advisory Solutions Corp first reported a position in AMJ in Q4 2022 and held it in 1 quarter. The position peaked at $139K in Q4 2022. 174 funds tracked by Wall St. Rank hold AMJ as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 6,373 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2023, an estimated $139K.
  • Coppell Advisory Solutions Corp first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $139K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.