HBW
AMJ

Hazlett, Burt & Watson’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Hazlett, Burt & Watson’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
2022
Q4 		– Sell
-265
Closed -$5K – 650
2022
Q3 		$5K Hold
265
– – ﹤0.01% 519
2022
Q2 		$5K Hold
265
– – ﹤0.01% 516
2022
Q1 		$6K Buy
+265
New +$5.32K ﹤0.01% 514

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Hazlett, Burt & Watson's AMJ Position: Q4 2022 in Review

Hazlett, Burt & Watson sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2022, closing a stake of 265 shares — an estimated $5K sold.

Hazlett, Burt & Watson first reported a position in AMJ in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 182 funds tracked by Wall St. Rank hold AMJ as of Q4 2022.

  • Hazlett, Burt & Watson reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2022 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 265 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2022, an estimated $5K.
  • Hazlett, Burt & Watson first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2022 and held it in 3 quarters.
  • Hazlett, Burt & Watson's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $6K in Q1 2022.
  • 182 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2022.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2022, filed 25 Jan 2023.