HWA
AMJ

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

HCR Wealth 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
2021
Q1 		– Sell
-24,650
Closed -$342K – 293
2020
Q4 		$342K Hold
24,650
– – 0.07% 140
2020
Q3 		$266K Sell
24,650
-15,200
-38% -$191K 0.06% 138
2020
Q2 		$527K Sell
39,850
-71,423
-64% -$941K 0.12% 92
2020
Q1 		$1M Sell
111,273
-22,348
-17% -$390K 0.29% 62
2019
Q4 		$2.91M Buy
133,621
+13,950
+12% +$300K 0.71% 24
2019
Q3 		$2.78M Sell
119,671
-21,310
-15% -$515K 0.92% 21
2019
Q2 		$3.54M Sell
140,981
-28,781
-17% -$725K 1.01% 19
2019
Q1 		$9.12M Buy
169,762
+41,660
+33% +$1.04M 2.62% 8
2018
Q4 		$2.86M Sell
128,102
-8,500
-6% -$215K 0.92% 19
2018
Q3 		$3.62M Sell
136,602
-1,115
-0.8% -$31.1K 1.18% 13
2018
Q2 		$3.66M Sell
137,717
-1,288
-0.9% -$33.7K 1.2% 13
2018
Q1 		$3.34M Buy
139,005
+1,636
+1% +$44.8K 1.16% 15
2017
Q4 		$3.76M Buy
137,369
+20,655
+18% +$561K 1.31% 13
2017
Q3 		$3.29M Buy
116,714
+12,919
+12% +$372K 1.39% 14
2017
Q2 		$3.08M Buy
103,795
+4,305
+4% +$132K 1.52% 14
2017
Q1 		$3.21M Buy
99,490
+13,635
+16% +$445K 1.65% 13
2016
Q4 		$2.7M Buy
+85,855
New +$2.62M 1.42% 16

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

HCR Wealth Advisors's AMJ Position: Q1 2021 in Review

HCR Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2021, closing a stake of 24,650 shares — an estimated $342K sold.

HCR Wealth Advisors first reported a position in AMJ in Q4 2016 and held it in 17 quarters. The position peaked at $9.12M in Q1 2019. 176 funds tracked by Wall St. Rank hold AMJ as of Q1 2021.

  • HCR Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 24,650 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2021, an estimated $342K.
  • HCR Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2016 and held it in 17 quarters.
  • HCR Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $9.12M in Q1 2019.
  • 176 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.