GBBWRPM
AMJ

Genovese Burford & Brothers Wealth & Retirement Plan Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q1 		– Sell
-30,050
Closed -$655K – 118
2019
Q4 		$655K Hold
30,050
– – 0.15% 50
2019
Q3 		$699K Hold
30,050
– – 0.18% 47
2019
Q2 		$755K Buy
+30,050
New +$757K 0.2% 41

Other funds holding AMJ

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ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Creative Planning
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's AMJ Position: Q1 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 30,050 shares — an estimated $655K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in AMJ in Q2 2019 and held it in 3 quarters. The position peaked at $755K in Q2 2019. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 30,050 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $655K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2019 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $755K in Q2 2019.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2020, filed 6 May 2020.