FAIM
AMJ

Financial Advocates Investment Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Financial Advocates Investment 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
-8,026
Closed -$220K – 551
2017
Q4 		$220K Buy
+8,026
New +$218K 0.03% 434

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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 $5.38B AUM 27.31% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 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 $30.4B AUM 27.51% 1-Year Est. Return

Financial Advocates Investment Management's AMJ Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2018, closing a stake of 8,026 shares — an estimated $220K sold.

Financial Advocates Investment Management first reported a position in AMJ in Q4 2017 and held it in 1 quarter. The position peaked at $220K in Q4 2017. 292 funds tracked by Wall St. Rank hold AMJ as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,026 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2018, an estimated $220K.
  • Financial Advocates Investment Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $220K 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 Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.