DWM
AMJ

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

Dynasty 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
2018
Q1 		– Sell
-9,445
Closed -$259K – 100
2017
Q4 		$259K Buy
+9,445
New +$256K 0.45% 76

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Dynasty Wealth Management's AMJ Position: Q1 2018 in Review

Dynasty Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2018, closing a stake of 9,445 shares — an estimated $259K sold.

Dynasty Wealth Management first reported a position in AMJ in Q4 2017 and held it in 1 quarter. The position peaked at $259K in Q4 2017. 292 funds tracked by Wall St. Rank hold AMJ as of Q1 2018.

  • Dynasty Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 9,445 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2018, an estimated $259K.
  • Dynasty Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 1 quarter.
  • Dynasty Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $259K in Q4 2017.
  • 292 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.