DWM
AMJ

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

Doyle Wealth 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
2019
Q3 		– Sell
-66
Closed -$2K – 806
2019
Q2 		$2K Buy
+66
New +$1.66K ﹤0.01% 798
2019
Q1 		– Sell
-144
Closed -$3K – 798
2018
Q4 		$3K Buy
+144
New +$3.64K ﹤0.01% 783

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

Doyle Wealth Management's AMJ Position: Q3 2019 in Review

Doyle Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2019, closing a stake of 66 shares — an estimated $2K sold.

Doyle Wealth Management first reported a position in AMJ in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q4 2018. 267 funds tracked by Wall St. Rank hold AMJ as of Q3 2019.

  • Doyle Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 66 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2019, an estimated $2K.
  • Doyle Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3K 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 Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.