MAU
AMJ

MRA Associates USA’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

MRA Associates USA’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
Q3 		$611K Sell
26,246
-8,824
-25% -$213K 2.4% 13
2019
Q2 		$881K Sell
35,070
-22,980
-40% -$579K 3.47% 7
2019
Q1 		$1.48M Sell
58,050
-66,745
-53% -$1.67M 2.63% 2
2018
Q4 		$2.79M Buy
+124,795
New +$3.16M 4.23% 5

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

MRA Associates USA's AMJ Position: Q3 2019 in Review

MRA Associates USA reduced its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 25% in Q3 2019, selling an estimated $213K and leaving 26,246 shares worth $611K. The position accounts for 2.4% of the portfolio, ranked #13.

MRA Associates USA first reported a position in AMJ in Q4 2018 and has held it in 4 quarters since. The position peaked at $2.79M in Q4 2018. 267 funds tracked by Wall St. Rank hold AMJ as of Q3 2019.

  • MRA Associates USA held 26,246 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $611K as of Q3 2019.
  • MRA Associates USA sold 8,824 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2019, an estimated $213K.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 2.4% of MRA Associates USA's portfolio in Q3 2019, its #13 holding.
  • MRA Associates USA first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and has held it in 4 quarters since.
  • MRA Associates USA's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.79M in Q4 2018.
  • 267 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.