LA
AMJ

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

LVW 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
2018
Q2 		– Sell
-28,113
Closed -$675K – 149
2018
Q1 		$675K Sell
28,113
-17,950
-39% -$492K 0.21% 73
2017
Q4 		$1.26M Buy
+46,063
New +$1.25M 0.37% 51

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

LVW Advisors's AMJ Position: Q2 2018 in Review

LVW Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2018, closing a stake of 28,113 shares — an estimated $675K sold.

LVW Advisors first reported a position in AMJ in Q4 2017 and held it in 2 quarters. The position peaked at $1.26M in Q4 2017. 291 funds tracked by Wall St. Rank hold AMJ as of Q2 2018.

  • LVW Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2018 after selling out during the quarter.
  • LVW Advisors sold 28,113 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2018, an estimated $675K.
  • LVW Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 2 quarters.
  • LVW Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.26M in Q4 2017.
  • 291 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2018.

Based on LVW Advisors's 13F filing for Q2 2018, filed 31 Jul 2018.