DF
AMJ

Donoghue Forlines’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Donoghue Forlines’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
2019
Q3 		– Sell
-489,541
Closed -$12.3M – 190
2019
Q2 		$12.3M Sell
489,541
-12,329
-2% -$311K 1.44% 11
2019
Q1 		$12.8M Sell
501,870
-284,345
-36% -$7.1M 1.27% 12
2018
Q4 		$17.5M Buy
+786,215
New +$19.9M 1.58% 16

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Donoghue Forlines's AMJ Position: Q3 2019 in Review

Donoghue Forlines sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2019, closing a stake of 489,541 shares — an estimated $12.3M sold.

Donoghue Forlines first reported a position in AMJ in Q4 2018 and held it in 3 quarters. The position peaked at $17.5M in Q4 2018. 267 funds tracked by Wall St. Rank hold AMJ as of Q3 2019.

  • Donoghue Forlines reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2019 after selling out during the quarter.
  • Donoghue Forlines sold 489,541 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2019, an estimated $12.3M.
  • Donoghue Forlines first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 3 quarters.
  • Donoghue Forlines's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $17.5M in Q4 2018.
  • 267 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2019.

Based on Donoghue Forlines's 13F filing for Q3 2019, filed 29 Oct 2019.