HIM
AMJ

Hillsdale Investment Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Hillsdale Investment 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
2023
Q1 		– Sell
-800
Closed -$17.4K – 657
2022
Q4 		$17.4K Hold
800
– – ﹤0.01% 505
2022
Q3 		$16K Sell
800
-450
-36% -$9.42K ﹤0.01% 487
2022
Q2 		$24K Sell
1,250
-1,250
-50% -$26.3K ﹤0.01% 473
2022
Q1 		$52K Sell
2,500
-130
-5% -$2.61K ﹤0.01% 470
2021
Q4 		$47K Hold
2,630
– – ﹤0.01% 493
2021
Q3 		$48K Hold
2,630
– – ﹤0.01% 488
2021
Q2 		$52K Hold
2,630
– – ﹤0.01% 461
2021
Q1 		$44K Sell
2,630
-4,620
-64% -$73.3K ﹤0.01% 467
2020
Q4 		$101K Sell
7,250
-1,230
-15% -$16K 0.01% 412
2020
Q3 		$91K Buy
8,480
+5,450
+180% +$68.5K 0.01% 410
2020
Q2 		$40K Hold
3,030
– – ﹤0.01% 439
2020
Q1 		$27K Sell
3,030
-1,250
-29% -$21.8K ﹤0.01% 462
2019
Q4 		$93K Buy
4,280
+880
+26% +$18.9K 0.01% 420
2019
Q3 		$79K Buy
3,400
+1,700
+100% +$41.1K 0.01% 427
2019
Q2 		$43K Hold
1,700
– – ﹤0.01% 447
2019
Q1 		$43K Sell
1,700
-1,000
-37% -$25K ﹤0.01% 435
2018
Q4 		$60K Buy
2,700
+900
+50% +$22.8K 0.01% 414
2018
Q3 		$49K Sell
1,800
-22,100
-92% -$617K 0.01% 303
2018
Q2 		$635K Hold
23,900
– – 0.08% 176
2018
Q1 		$574K Sell
23,900
-4,600
-16% -$126K 0.08% 163
2017
Q4 		$783K Hold
28,500
– – 0.13% 171
2017
Q3 		$804K Buy
28,500
+12,600
+79% +$362K 0.14% 158
2017
Q2 		$472K Hold
15,900
– – 0.09% 178
2017
Q1 		$514K Hold
15,900
– – 0.1% 164
2016
Q4 		$503K Buy
+15,900
New +$485K 0.1% 169

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $4.53B AUM 21.1% 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 $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Hillsdale Investment Management's AMJ Position: Q1 2023 in Review

Hillsdale Investment Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2023, closing a stake of 800 shares — an estimated $17.4K sold.

Hillsdale Investment Management first reported a position in AMJ in Q4 2016 and held it in 25 quarters. The position peaked at $804K in Q3 2017. 174 funds tracked by Wall St. Rank hold AMJ as of Q1 2023.

  • Hillsdale Investment Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 800 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2023, an estimated $17.4K.
  • Hillsdale Investment Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2016 and held it in 25 quarters.
  • Hillsdale Investment Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $804K in Q3 2017.
  • 174 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2023.

Based on Hillsdale Investment Management's 13F filing for Q1 2023, filed 10 May 2023.