LWA
AMJ

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

Lenox Wealth Advisors’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
Q3 		– Sell
-21
Closed – – 804
2021
Q2 		$0 Hold
21
– – ﹤0.01% 814
2021
Q1 		$0 Hold
21
– – ﹤0.01% 772
2020
Q4 		$0 Hold
21
– – ﹤0.01% 691
2020
Q3 		$0 Hold
21
– – ﹤0.01% 661
2020
Q2 		$0 Hold
21
– – ﹤0.01% 823
2020
Q1 		$0 Buy
+21
New +$367 ﹤0.01% 961
2016
Q1 		– Sell
-5,730
Closed -$166K – 431
2015
Q4 		$166K Buy
5,730
+42
+0.7% +$1.29K 0.05% 39
2015
Q3 		$173K Buy
5,688
+1,954
+52% +$70.3K 0.06% 37
2015
Q2 		$148K Sell
3,734
-3,836
-51% -$167K 0.06% 38
2015
Q1 		$324K Buy
7,570
+40
+0.5% +$1.76K 0.13% 21
2014
Q4 		$346K Buy
7,530
+37
+0.5% +$1.81K 0.14% 20
2014
Q3 		$398K Buy
+7,493
New +$393K 0.18% 20
2014
Q1 		– Sell
-6,597
Closed -$306K – 349
2013
Q4 		$306K Buy
6,597
+185
+3% +$8.35K 0.21% 19
2013
Q3 		$286K Buy
6,412
+33
+0.5% +$1.52K 0.27% 15
2013
Q2 		$297K Buy
+6,379
New +$295K 0.33% 15

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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 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
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Lenox Wealth Advisors's AMJ Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2021, closing a stake of 21 shares.

Lenox Wealth Advisors first reported a position in AMJ in Q2 2013 and held it in 15 quarters. The position peaked at $398K in Q3 2014. 181 funds tracked by Wall St. Rank hold AMJ as of Q3 2021.

  • Lenox Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 21 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2021.
  • Lenox Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 15 quarters.
  • Lenox Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $398K in Q3 2014.
  • 181 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.