HWA
AMJ

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

Heritage 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
2020
Q1 		– Sell
-237,190
Closed -$5.17M – 593
2019
Q4 		$5.17M Buy
237,190
+54,160
+30% +$1.17M 0.68% 22
2019
Q3 		$4.26M Buy
183,030
+20,558
+13% +$496K 0.63% 24
2019
Q2 		$4.08M Buy
162,472
+5,257
+3% +$132K 0.63% 24
2019
Q1 		$4.01M Buy
157,215
+108,048
+220% +$2.7M 0.66% 23
2018
Q4 		$1.1M Buy
+49,167
New +$1.24M 0.21% 51

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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Heritage Wealth Advisors's AMJ Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 237,190 shares — an estimated $5.17M sold.

Heritage Wealth Advisors first reported a position in AMJ in Q4 2018 and held it in 5 quarters. The position peaked at $5.17M in Q4 2019. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 237,190 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $5.17M.
  • Heritage Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 5 quarters.
  • Heritage Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $5.17M in Q4 2019.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.