MPS Loria Financial Planners’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

MPS Loria Financial Planners’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	-382,450	Closed	-$5.27M	–	646
2020 Q4	$5.27M	Sell	382,450 -4,514	-1%	-$58.7K	2.37%	6
2020 Q3	$4.17M	Sell	386,964 -234,630	-38%	-$2.95M	2.16%	7
2020 Q2	$8.21M	Buy	621,594 +602,368	+3,133%	+$7.93M	4.39%	5
2020 Q1	$173K	Sell	19,226 -266,424	-93%	-$4.65M	0.13%	62
2019 Q4	$6.23M	Buy	+285,650	New	+$6.15M	3.67%	5
2019 Q1	–	Sell	-30,105	Closed	-$671K	–	77
2018 Q4	$671K	Buy	+30,105	New	+$761K	0.48%	26
2018 Q1	–	Sell	-25,047	Closed	-$688K	–	76
2017 Q4	$688K	Buy	+25,047	New	+$680K	0.47%	26

Other funds holding AMJ

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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

MPS Loria Financial Planners's AMJ Position: Q1 2021 in Review

MPS Loria Financial Planners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2021, closing a stake of 382,450 shares — an estimated $5.27M sold.

MPS Loria Financial Planners first reported a position in AMJ in Q4 2017 and held it in 7 quarters. The position peaked at $8.21M in Q2 2020. 176 funds tracked by Wall St. Rank hold AMJ as of Q1 2021.

MPS Loria Financial Planners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 382,450 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2021, an estimated $5.27M.
MPS Loria Financial Planners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 7 quarters.
MPS Loria Financial Planners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $8.21M in Q2 2020.
176 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2021.

Based on MPS Loria Financial Planners's 13F filing for Q1 2021, filed 3 May 2021.