DCM
AMJ

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

Dimension Capital Management’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
-65,095
Closed -$1.42M – 94
2019
Q4 		$1.42M Sell
65,095
-38,024
-37% -$818K 0.42% 31
2019
Q3 		$2.4M Sell
103,119
-6,586
-6% -$159K 0.82% 18
2019
Q2 		$2.75M Sell
109,705
-24,319
-18% -$613K 0.93% 18
2019
Q1 		$3.42M Sell
134,024
-29,810
-18% -$744K 1.45% 14
2018
Q4 		$3.66M Sell
163,834
-162
-0.1% -$4.1K 1.79% 13
2018
Q3 		$4.5M Sell
163,996
-4,483
-3% -$125K 2.16% 12
2018
Q2 		$4.48M Sell
168,479
-28,385
-14% -$743K 2.46% 11
2018
Q1 		$4.72M Sell
196,864
-190,856
-49% -$5.23M 2.64% 13
2017
Q4 		$10.7M Buy
387,720
+32,934
+9% +$894K 6.69% 4
2017
Q3 		$10M Sell
354,786
-4,292
-1% -$123K 3.12% 7
2017
Q2 		$10.7M Buy
359,078
+2,176
+0.6% +$66.9K 3.49% 6
2017
Q1 		$11.5M Buy
356,902
+22,924
+7% +$749K 3.99% 6
2016
Q4 		$10.6M Buy
+333,978
New +$10.2M 3.64% 5

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

Dimension Capital Management's AMJ Position: Q1 2020 in Review

Dimension Capital Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 65,095 shares — an estimated $1.42M sold.

Dimension Capital Management first reported a position in AMJ in Q4 2016 and held it in 13 quarters. The position peaked at $11.5M in Q1 2017. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Dimension Capital Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Dimension Capital Management sold 65,095 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $1.42M.
  • Dimension Capital Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2016 and held it in 13 quarters.
  • Dimension Capital Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $11.5M in Q1 2017.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Dimension Capital Management's 13F filing for Q1 2020, filed 14 May 2020.