MCIA
AMJ

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

Mountain Capital Investment 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
2017
Q4 		– Sell
-403
Closed -$11K – 454
2017
Q3 		$11K Buy
403
+81
+25% +$2.33K 0.01% 263
2017
Q2 		$10K Buy
+322
New +$9.89K 0.01% 303

Other funds holding AMJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Mountain Capital Investment Advisors's AMJ Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2017, closing a stake of 403 shares — an estimated $11K sold.

Mountain Capital Investment Advisors first reported a position in AMJ in Q2 2017 and held it in 2 quarters. The position peaked at $11K in Q3 2017. 315 funds tracked by Wall St. Rank hold AMJ as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 403 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2017, an estimated $11K.
  • Mountain Capital Investment Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $11K in Q3 2017.
  • 315 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.