MWP
AMJ

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

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-1,768
Closed -$39K – 439
2019
Q4 		$39K Sell
1,768
-661
-27% -$14.2K ﹤0.01% 407
2019
Q3 		$57K Sell
2,429
-505
-17% -$12.2K ﹤0.01% 360
2019
Q2 		$74K Buy
+2,934
New +$73.9K 0.01% 326
2017
Q3 		– Sell
-12,069
Closed -$358K – 259
2017
Q2 		$358K Buy
12,069
+813
+7% +$25K 0.04% 157
2017
Q1 		$364K Buy
11,256
+1,231
+12% +$40.2K 0.04% 156
2016
Q4 		$317K Buy
10,025
+9,025
+903% +$276K 0.04% 159
2016
Q3 		$32K Buy
+1,000
New +$31.5K 0.01% 413
2016
Q2 		– Sell
-361
Closed -$10K – 1163
2016
Q1 		$10K Hold
361
– – ﹤0.01% 526
2015
Q4 		$10K Sell
361
-2,435
-87% -$74.7K ﹤0.01% 536
2015
Q3 		$85K Sell
2,796
-3,075
-52% -$111K 0.02% 229
2015
Q2 		$233K Buy
5,871
+53
+0.9% +$2.3K 0.05% 133
2015
Q1 		$249K Buy
5,818
+1,171
+25% +$51.7K 0.05% 126
2014
Q4 		$214K Buy
4,647
+51
+1% +$2.49K 0.05% 135
2014
Q3 		$244K Buy
4,596
+42
+0.9% +$2.2K 0.06% 116
2014
Q2 		$239K Buy
4,554
+44
+1% +$2.17K 0.05% 121
2014
Q1 		$210K Buy
4,510
+46
+1% +$2.12K 0.05% 127
2013
Q4 		$207K Buy
4,464
+3,756
+531% +$169K 0.05% 131
2013
Q3 		$32K Hold
708
– – 0.01% 283
2013
Q2 		$33K Buy
+708
New +$32.8K 0.01% 277

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

MYCIO Wealth Partners's AMJ Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 1,768 shares — an estimated $39K sold.

MYCIO Wealth Partners first reported a position in AMJ in Q2 2013 and held it in 19 quarters. The position peaked at $364K in Q1 2017. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,768 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $39K.
  • MYCIO Wealth Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 19 quarters.
  • MYCIO Wealth Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $364K in Q1 2017.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.