FWM
AMJ

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

FFT 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
Q4 		– Sell
-280,553
Closed -$7.7M – 38
2018
Q3 		$7.7M Sell
280,553
-258
-0.1% -$7.2K 2.84% 12
2018
Q2 		$7.46M Sell
280,811
-260,990
-48% -$6.83M 2.76% 12
2018
Q1 		$13M Sell
541,801
-54,529
-9% -$1.49M 5.09% 5
2017
Q4 		$16.4M Buy
596,330
+146,779
+33% +$3.98M 6.28% 5
2017
Q3 		$12.7M Buy
449,551
+30,547
+7% +$878K 5.4% 5
2017
Q2 		$12.4M Sell
419,004
-71,507
-15% -$2.2M 3.98% 5
2017
Q1 		$15.8M Sell
490,511
-285,047
-37% -$9.31M 5.03% 6
2016
Q4 		$24.5M Buy
775,558
+321,633
+71% +$9.82M 5.65% 5
2016
Q3 		$14.2M Sell
453,925
-177,172
-28% -$5.57M 6% 4
2016
Q2 		$19.7M Buy
631,097
+2,148
+0.3% +$64K 7.77% 4
2016
Q1 		$17M Buy
628,949
+467,573
+290% +$11.8M 7.39% 4
2015
Q4 		$4.67M Buy
+161,376
New +$4.95M 3.76% 8

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFT Wealth Management's AMJ Position: Q4 2018 in Review

FFT Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 280,553 shares — an estimated $7.7M sold.

FFT Wealth Management first reported a position in AMJ in Q4 2015 and held it in 12 quarters. The position peaked at $24.5M in Q4 2016. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

  • FFT Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
  • FFT Wealth Management sold 280,553 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $7.7M.
  • FFT Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 12 quarters.
  • FFT Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $24.5M in Q4 2016.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on FFT Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.