MCM
AMJ

Manchester Capital Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Manchester Capital Management’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
Q1 		– Sell
-167,945
Closed -$4.46M – 674
2018
Q4 		$4.46M Buy
167,945
+5,490
+3% +$139K 0.68% 14
2018
Q3 		$4.46M Sell
162,455
-5,490
-3% -$153K 0.64% 15
2018
Q2 		$4.46M Sell
167,945
-2,212
-1% -$57.9K 0.68% 14
2018
Q1 		$4.08M Buy
170,157
+4,372
+3% +$120K 0.65% 14
2017
Q4 		$4.55M Buy
+165,785
New +$4.5M 0.68% 14
2015
Q3 		– Sell
-1,256
Closed -$50K – 644
2015
Q2 		$50K Hold
1,256
– – 0.01% 392
2015
Q1 		$53K Sell
1,256
-700
-36% -$30.9K 0.01% 364
2014
Q4 		$90K Sell
1,956
-700
-26% -$34.2K 0.01% 577
2014
Q3 		$141K Buy
2,656
+933
+54% +$48.9K 0.02% 464
2014
Q2 		$90K Hold
1,723
– – 0.01% 593
2014
Q1 		$80K Hold
1,723
– – 0.01% 571
2013
Q4 		$80K Sell
1,723
-700
-29% -$31.6K 0.01% 521
2013
Q3 		$108K Sell
2,423
-210
-8% -$9.66K 0.02% 453
2013
Q2 		$123K Buy
+2,633
New +$122K 0.02% 417

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 $2.37B AUM 16.36% 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 24.68% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Manchester Capital Management's AMJ Position: Q1 2019 in Review

Manchester Capital Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2019, closing a stake of 167,945 shares — an estimated $4.46M sold.

Manchester Capital Management first reported a position in AMJ in Q2 2013 and held it in 14 quarters. The position peaked at $4.55M in Q4 2017. 293 funds tracked by Wall St. Rank hold AMJ as of Q1 2019.

  • Manchester Capital Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2019 after selling out during the quarter.
  • Manchester Capital Management sold 167,945 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2019, an estimated $4.46M.
  • Manchester Capital Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 14 quarters.
  • Manchester Capital Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $4.55M in Q4 2017.
  • 293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2019.

Based on Manchester Capital Management's 13F filing for Q1 2019, filed 8 May 2019.