MA
AMJ

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

MCF 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
Q1 		– Sell
-1,841
Closed -$26K – 580
2020
Q4 		$26K Hold
1,841
– – ﹤0.01% 314
2020
Q3 		$20K Hold
1,841
– – ﹤0.01% 322
2020
Q2 		$24K Hold
1,841
– – ﹤0.01% 289
2020
Q1 		$17K Hold
1,841
– – ﹤0.01% 324
2019
Q4 		$40K Hold
1,841
– – 0.01% 270
2019
Q3 		$43K Hold
1,841
– – 0.01% 254
2019
Q2 		$46K Hold
1,841
– – 0.01% 236
2019
Q1 		$47K Hold
1,841
– – 0.01% 228
2018
Q4 		$41K Hold
1,841
– – 0.01% 229
2018
Q3 		$51K Hold
1,841
– – 0.01% 212
2018
Q2 		$49K Hold
1,841
– – 0.01% 212
2018
Q1 		$44K Hold
1,841
– – 0.01% 225
2017
Q4 		$51K Hold
1,841
– – 0.01% 225
2017
Q3 		$52K Hold
1,841
– – 0.01% 223
2017
Q2 		$55K Hold
1,841
– – 0.01% 218
2017
Q1 		$59K Hold
1,841
– – 0.01% 211
2016
Q4 		$58K Hold
1,841
– – 0.01% 194
2016
Q3 		$58K Buy
1,841
+29
+2% +$912 0.01% 192
2016
Q2 		$58K Buy
1,812
+30
+2% +$893 0.01% 205
2016
Q1 		$48K Buy
1,782
+35
+2% +$883 0.01% 193
2015
Q4 		$51K Sell
1,747
-610,062
-100% -$18.7M 0.01% 173
2015
Q3 		$18.6M Buy
611,809
+85,487
+16% +$3.07M 4.76% 9
2015
Q2 		$20.8M Buy
526,322
+11,012
+2% +$478K 5.24% 7
2015
Q1 		$22.1M Buy
515,310
+135,341
+36% +$5.97M 5.5% 7
2014
Q4 		$17.5M Buy
379,969
+165,963
+78% +$8.12M 4.82% 7
2014
Q3 		$9.96M Buy
214,006
+55,135
+35% +$2.89M 2.93% 11
2014
Q2 		$7.39M Buy
158,871
+86,303
+119% +$4.25M 2.33% 12
2014
Q1 		$3.38M Buy
72,568
+18,786
+35% +$867K 1.13% 19
2013
Q4 		$2.5M Buy
53,782
+5,470
+11% +$247K 0.89% 22
2013
Q3 		$2.25M Buy
48,312
+3,878
+9% +$178K 1.24% 16
2013
Q2 		$2.07M Buy
+44,434
New +$2.06M 1.24% 18

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
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 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
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
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

MCF Advisors's AMJ Position: Q1 2021 in Review

MCF Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2021, closing a stake of 1,841 shares — an estimated $26K sold.

MCF Advisors first reported a position in AMJ in Q2 2013 and held it in 31 quarters. The position peaked at $22.1M in Q1 2015. 176 funds tracked by Wall St. Rank hold AMJ as of Q1 2021.

  • MCF Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2021 after selling out during the quarter.
  • MCF Advisors sold 1,841 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2021, an estimated $26K.
  • MCF Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 31 quarters.
  • MCF Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $22.1M in Q1 2015.
  • 176 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2021.

Based on MCF Advisors's 13F filing for Q1 2021, filed 13 May 2021.