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

Kore Private Wealth’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 Q3	–	Sell	-333	Closed	-$4K	–	1133
2020 Q2	$4K	Hold	333	–	–	﹤0.01%	968
2020 Q1	$3K	Hold	333	–	–	﹤0.01%	896
2019 Q4	$7K	Buy	+333	New	+$7.17K	﹤0.01%	819
2019 Q2	–	Sell	-666	Closed	-$17K	–	814
2019 Q1	$17K	Hold	666	–	–	﹤0.01%	535
2018 Q4	$15K	Buy	+666	New	+$16.8K	﹤0.01%	527

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

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

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

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

Kore Private Wealth's AMJ Position: Q3 2020 in Review

Kore Private Wealth sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2020, closing a stake of 333 shares — an estimated $4K sold.

Kore Private Wealth first reported a position in AMJ in Q4 2018 and held it in 5 quarters. The position peaked at $17K in Q1 2019. 193 funds tracked by Wall St. Rank hold AMJ as of Q3 2020.

Kore Private Wealth reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 333 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2020, an estimated $4K.
Kore Private Wealth first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $17K in Q1 2019.
193 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.