IMA Advisory Services’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

IMA Advisory Services’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
2019 Q1	–	Sell	-5,670	Closed	-$127K	–	345
2018 Q4	$127K	Buy	+5,670	New	+$143K	0.06%	122
2017 Q3	–	Sell	-113,906	Closed	-$3.38M	–	133
2017 Q2	$3.38M	Sell	113,906 -2,045	-2%	-$62.8K	1.63%	11
2017 Q1	$3.75M	Sell	115,951 -1,138	-1%	-$37.2K	1.88%	11
2016 Q4	$3.7M	Sell	117,089 -22,008	-16%	-$672K	2.28%	6
2016 Q3	$4.38M	Buy	139,097 +22,388	+19%	+$704K	2.5%	7
2016 Q2	$3.71M	Buy	116,709 +31,863	+38%	+$949K	2.32%	7
2016 Q1	$2.25M	Sell	84,846 -1,267	-1%	-$32K	1.3%	32
2015 Q4	$2.41M	Sell	86,113 -2,511	-3%	-$77.1K	1.47%	27
2015 Q3	$2.62M	Sell	88,624 -2,490	-3%	-$89.5K	1.66%	22
2015 Q2	$3.61M	Buy	91,114 +1,437	+2%	+$62.4K	1.72%	12
2015 Q1	$3.84M	Buy	89,677 +1,065	+1%	+$47K	1.87%	12
2014 Q4	$4.07M	Sell	88,612 -1,154	-1%	-$56.4K	2.1%	4
2014 Q3	$4.76M	Buy	89,766 +14,493	+19%	+$759K	2.25%	6
2014 Q2	$3.94M	Buy	75,273 +149	+0.2%	+$7.34K	1.8%	8
2014 Q1	$3.5M	Sell	75,124 -1,674	-2%	-$77.2K	1.63%	9
2013 Q4	$3.56M	Buy	76,798 +302	+0.4%	+$13.6K	1.69%	9
2013 Q3	$3.41M	Buy	76,496 +137	+0.2%	+$6.3K	1.67%	9
2013 Q2	$3.56M	Buy	+76,359	New	+$3.54M	1.93%	7

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

IMA Advisory Services's AMJ Position: Q1 2019 in Review

IMA Advisory Services sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2019, closing a stake of 5,670 shares — an estimated $127K sold.

IMA Advisory Services first reported a position in AMJ in Q2 2013 and held it in 18 quarters. The position peaked at $4.76M in Q3 2014. 293 funds tracked by Wall St. Rank hold AMJ as of Q1 2019.

IMA Advisory Services reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2019 after selling out during the quarter.
IMA Advisory Services sold 5,670 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2019, an estimated $127K.
IMA Advisory Services first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 18 quarters.
IMA Advisory Services's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $4.76M in Q3 2014.
293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2019.

Based on IMA Advisory Services's 13F filing for Q1 2019, filed 9 May 2019.