MWM
AMJ

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

Mascoma Wealth 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
-370
Closed -$8K – 426
2018
Q4 		$8K Buy
+370
New +$9.36K 0.01% 276

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

Mascoma Wealth Management's AMJ Position: Q1 2019 in Review

Mascoma Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2019, closing a stake of 370 shares — an estimated $8K sold.

Mascoma Wealth Management first reported a position in AMJ in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 293 funds tracked by Wall St. Rank hold AMJ as of Q1 2019.

  • Mascoma Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 370 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2019, an estimated $8K.
  • Mascoma Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 1 quarter.
  • Mascoma Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $8K in Q4 2018.
  • 293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2019.

Based on Mascoma Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.