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AMJ

Forefront Analytics’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Forefront Analytics’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
-16,101
Closed -$443K – 49
2018
Q3 		$443K Sell
16,101
-357
-2% -$9.96K 0.2% 42
2018
Q2 		$437K Buy
16,458
+286
+2% +$7.48K 0.2% 43
2018
Q1 		$388K Sell
16,172
-8,812
-35% -$241K 0.22% 45
2017
Q4 		$686K Buy
+24,984
New +$678K 0.41% 39

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

Forefront Analytics's AMJ Position: Q4 2018 in Review

Forefront Analytics sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 16,101 shares — an estimated $443K sold.

Forefront Analytics first reported a position in AMJ in Q4 2017 and held it in 4 quarters. The position peaked at $686K in Q4 2017. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

  • Forefront Analytics reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
  • Forefront Analytics sold 16,101 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $443K.
  • Forefront Analytics first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 4 quarters.
  • Forefront Analytics's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $686K in Q4 2017.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Forefront Analytics's 13F filing for Q4 2018, filed 12 Feb 2019.