LPIC
AMJ

LeJeune Puetz Investment Counsel’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

LeJeune Puetz Investment Counsel’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
Q1 		– Sell
-13,030
Closed -$284K – 194
2019
Q4 		$284K Buy
+13,030
New +$280K 0.13% 129
2017
Q3 		– Sell
-6,800
Closed -$202K – 151
2017
Q2 		$202K Hold
6,800
– – 0.14% 119
2017
Q1 		$220K Hold
6,800
– – 0.16% 114
2016
Q4 		$215K Buy
+6,800
New +$208K 0.17% 112

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 $5.38B AUM 27.31% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

LeJeune Puetz Investment Counsel's AMJ Position: Q1 2020 in Review

LeJeune Puetz Investment Counsel sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 13,030 shares — an estimated $284K sold.

LeJeune Puetz Investment Counsel first reported a position in AMJ in Q4 2016 and held it in 4 quarters. The position peaked at $284K in Q4 2019. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • LeJeune Puetz Investment Counsel reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • LeJeune Puetz Investment Counsel sold 13,030 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $284K.
  • LeJeune Puetz Investment Counsel first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2016 and held it in 4 quarters.
  • LeJeune Puetz Investment Counsel's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $284K in Q4 2019.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2020, filed 29 Apr 2020.