LWANC
AMJ

Laurel Wealth Advisors (North Carolina)’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2021
Q4 		– Sell
-160
Closed -$3K – 703
2021
Q3 		$3K Hold
160
– – ﹤0.01% 573
2021
Q2 		$3K Hold
160
– – ﹤0.01% 647
2021
Q1 		$3K Hold
160
– – ﹤0.01% 583
2020
Q4 		$2K Sell
160
-1,200
-88% -$15.6K ﹤0.01% 560
2020
Q3 		$15K Hold
1,360
– – ﹤0.01% 347
2020
Q2 		$18K Sell
1,360
-400
-23% -$5.27K 0.01% 321
2020
Q1 		$16K Sell
1,760
-300
-15% -$5.24K 0.01% 317
2019
Q4 		$45K Hold
2,060
– – 0.01% 252
2019
Q3 		$48K Sell
2,060
-400
-16% -$9.66K 0.02% 242
2019
Q2 		$62K Hold
2,460
– – 0.02% 218
2019
Q1 		$63K Hold
2,460
– – 0.02% 215
2018
Q4 		$55K Buy
+2,460
New +$62.2K 0.02% 210

Other funds holding AMJ

JP Morgan Chase
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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AMJ Position: Q4 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2021, closing a stake of 160 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AMJ in Q4 2018 and held it in 12 quarters. The position peaked at $63K in Q1 2019. 192 funds tracked by Wall St. Rank hold AMJ as of Q4 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 160 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2021, an estimated $3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 12 quarters.
  • Laurel Wealth Advisors (North Carolina)'s JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $63K in Q1 2019.
  • 192 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2021, filed 1 Feb 2022.