EA
AMJ

Edge Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Edge Advisors’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
Q2 		$7.85M Sell
295,187
-2,672
-0.9% -$69.9K 0.7% 39
2018
Q1 		$7.15M Buy
297,859
+22,717
+8% +$622K 0.67% 39
2017
Q4 		$7.56M Sell
275,142
-37,355
-12% -$1.01M 0.74% 32
2017
Q3 		$8.82M Buy
312,497
+4,273
+1% +$123K 0.96% 20
2017
Q2 		$9.15M Buy
308,224
+46,984
+18% +$1.44M 1.04% 16
2017
Q1 		$8.44M Sell
261,240
-20,846
-7% -$681K 1.03% 18
2016
Q4 		$8.92M Buy
+282,086
New +$8.61M 1.15% 10

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
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Edge Advisors's AMJ Position: Q2 2018 in Review

Edge Advisors reduced its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 0.9% in Q2 2018, selling an estimated $69.9K and leaving 295,187 shares worth $7.85M. The position accounts for 0.7% of the portfolio, ranked #39.

Edge Advisors first reported a position in AMJ in Q4 2016 and has held it in 7 quarters since. The position peaked at $9.15M in Q2 2017. 291 funds tracked by Wall St. Rank hold AMJ as of Q2 2018.

  • Edge Advisors held 295,187 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $7.85M as of Q2 2018.
  • Edge Advisors sold 2,672 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2018, an estimated $69.9K.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.7% of Edge Advisors's portfolio in Q2 2018, its #39 holding.
  • Edge Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $9.15M in Q2 2017.
  • 291 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.