Insight 2811 Inc’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Insight 2811 Inc’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
2017 Q4	–	Sell	-12,945	Closed	-$365K	–	78
2017 Q3	$365K	Buy	12,945 +1,766	+16%	+$50.8K	0.27%	56
2017 Q2	$332K	Buy	+11,179	New	+$343K	0.25%	59
2014 Q4	–	Sell	-50,929	Closed	-$2.7M	–	181
2014 Q3	$2.7M	Sell	50,929 -2,321	-4%	-$122K	1.16%	12
2014 Q2	$2.79M	Sell	53,250 -3,490	-6%	-$172K	1.17%	16
2014 Q1	$2.75M	Buy	56,740 +1,188	+2%	+$54.8K	1.17%	17
2013 Q4	$2.58M	Sell	55,552 -641	-1%	-$28.9K	1.27%	13
2013 Q3	$2.51M	Sell	56,193 -2,013	-3%	-$92.6K	1.25%	14
2013 Q2	$2.71M	Buy	+58,206	New	+$2.7M	1.49%	12

Other funds holding AMJ

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

BJL

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

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

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

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

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

CBU

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

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Insight 2811 Inc's AMJ Position: Q4 2017 in Review

Insight 2811 Inc sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2017, closing a stake of 12,945 shares — an estimated $365K sold.

Insight 2811 Inc first reported a position in AMJ in Q2 2013 and held it in 8 quarters. The position peaked at $2.79M in Q2 2014. 315 funds tracked by Wall St. Rank hold AMJ as of Q4 2017.

Insight 2811 Inc reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2017 after selling out during the quarter.
Insight 2811 Inc sold 12,945 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2017, an estimated $365K.
Insight 2811 Inc first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 8 quarters.
Insight 2811 Inc's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.79M in Q2 2014.
315 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2017.

Based on Insight 2811 Inc's 13F filing for Q4 2017, filed 12 Feb 2018.