LIC
AMJ

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

Lodestar 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
2019
Q2 		$223K Hold
8,865
– – 0.02% 170
2019
Q1 		$226K Buy
+8,865
New +$221K 0.02% 165
2018
Q4 		– Sell
-15,735
Closed -$432K – 174
2018
Q3 		$432K Hold
15,735
– – 0.05% 137
2018
Q2 		$418K Buy
+15,735
New +$412K 0.05% 141

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lodestar Investment Counsel's AMJ Position: Q2 2019 in Review

Lodestar Investment Counsel held its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) position steady in Q2 2019 at 8,865 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #170.

Lodestar Investment Counsel first reported a position in AMJ in Q2 2018 and has held it in 4 quarters since. The position peaked at $432K in Q3 2018. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

  • Lodestar Investment Counsel held 8,865 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $223K as of Q2 2019.
  • Lodestar Investment Counsel left its JP Morgan Alerian MLP Index ETN 5/24/24 share count unchanged in Q2 2019.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.02% of Lodestar Investment Counsel's portfolio in Q2 2019, its #170 holding.
  • Lodestar Investment Counsel first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2018 and has held it in 4 quarters since.
  • Lodestar Investment Counsel's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $432K in Q3 2018.
  • 283 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.