CFC
AMJ

Coyle Financial Counsel’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Coyle Financial Counsel’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
2018
Q3 		– Sell
-3,400
Closed -$90K – 312
2018
Q2 		$90K Buy
+3,400
New +$89K 0.08% 58

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Coyle Financial Counsel's AMJ Position: Q3 2018 in Review

Coyle Financial Counsel sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2018, closing a stake of 3,400 shares — an estimated $90K sold.

Coyle Financial Counsel first reported a position in AMJ in Q2 2018 and held it in 1 quarter. The position peaked at $90K in Q2 2018. 296 funds tracked by Wall St. Rank hold AMJ as of Q3 2018.

  • Coyle Financial Counsel reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 3,400 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2018, an estimated $90K.
  • Coyle Financial Counsel first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2018 and held it in 1 quarter.
  • Coyle Financial Counsel's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $90K in Q2 2018.
  • 296 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.