FHA
AMJ

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

Flagship Harbor 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
2019
Q1 		– Sell
-335
Closed -$7K – 1980
2018
Q4 		$7K Buy
335
+6
+2% +$152 ﹤0.01% 1370
2018
Q3 		$9K Sell
329
-114
-26% -$3.18K ﹤0.01% 1495
2018
Q2 		$11K Buy
+443
New +$11.6K ﹤0.01% 1354

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
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Flagship Harbor Advisors's AMJ Position: Q1 2019 in Review

Flagship Harbor Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2019, closing a stake of 335 shares — an estimated $7K sold.

Flagship Harbor Advisors first reported a position in AMJ in Q2 2018 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 293 funds tracked by Wall St. Rank hold AMJ as of Q1 2019.

  • Flagship Harbor Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2019 after selling out during the quarter.
  • Flagship Harbor Advisors sold 335 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2019, an estimated $7K.
  • Flagship Harbor Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2018 and held it in 3 quarters.
  • Flagship Harbor Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $11K in Q2 2018.
  • 293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2019.

Based on Flagship Harbor Advisors's 13F filing for Q1 2019, filed 15 Apr 2019.