NEIRG
AMJ

New England Investment & Retirement Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

New England Investment & Retirement Group’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
Q2 		– Sell
-135,518
Closed -$3.46M – 67
2019
Q1 		$3.46M Buy
135,518
+61,730
+84% +$1.54M 1.58% 18
2018
Q4 		$1.65M Sell
73,788
-60,561
-45% -$1.53M 0.94% 18
2018
Q3 		$3.69M Sell
134,349
-1,185
-0.9% -$33.1K 2.42% 16
2018
Q2 		$3.6M Sell
135,534
-2,346
-2% -$61.4K 2.4% 17
2018
Q1 		$3.31M Buy
137,880
+2,384
+2% +$65.3K 1.81% 20
2017
Q4 		$3.72M Buy
135,496
+7,067
+6% +$192K 1.96% 16
2017
Q3 		$3.62M Sell
128,429
-2,031
-2% -$58.4K 2.01% 17
2017
Q2 		$3.88M Buy
130,460
+6,722
+5% +$207K 2.24% 15
2017
Q1 		$4M Buy
123,738
+6,584
+6% +$215K 2.21% 14
2016
Q4 		$3.7M Buy
117,154
+1,809
+2% +$55.2K 2.03% 16
2016
Q3 		$3.63M Buy
115,345
+2,310
+2% +$72.7K 1.99% 17
2016
Q2 		$3.6M Buy
113,035
+4,286
+4% +$128K 2.13% 18
2016
Q1 		$2.95M Buy
108,749
+50,529
+87% +$1.27M 1.61% 23
2015
Q4 		$1.69M Sell
58,220
-274
-0.5% -$8.41K 0.89% 32
2015
Q3 		$1.78M Sell
58,494
-24,266
-29% -$872K 0.85% 35
2015
Q2 		$3.34M Sell
82,760
-160,570
-66% -$6.97M 1.59% 18
2015
Q1 		$10.4M Sell
243,330
-153,728
-39% -$6.78M 4.6% 8
2014
Q4 		$18.2M Buy
397,058
+2,540
+0.6% +$124K 7.15% 4
2014
Q3 		$20.9M Buy
394,518
+3,128
+0.8% +$164K 9.4% 1
2014
Q2 		$19.7M Sell
391,390
-342
-0.1% -$16.8K 10.72% 1
2014
Q1 		$18.2M Sell
391,732
-8,246
-2% -$380K 11.14% 1
2013
Q4 		$18.5M Sell
399,978
-4,703
-1% -$212K 11.53% 1
2013
Q3 		$18M Sell
404,681
-43,555
-10% -$2M 11.01% 1
2013
Q2 		$20.9M Buy
+448,236
New +$20.8M 13.14% 1

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 28.65% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

New England Investment & Retirement Group's AMJ Position: Q2 2019 in Review

New England Investment & Retirement Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2019, closing a stake of 135,518 shares — an estimated $3.46M sold.

New England Investment & Retirement Group first reported a position in AMJ in Q2 2013 and held it in 24 quarters. The position peaked at $20.9M in Q3 2014. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

  • New England Investment & Retirement Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2019 after selling out during the quarter.
  • New England Investment & Retirement Group sold 135,518 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2019, an estimated $3.46M.
  • New England Investment & Retirement Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 24 quarters.
  • New England Investment & Retirement Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $20.9M in Q3 2014.
  • 283 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2019.

Based on New England Investment & Retirement Group's 13F filing for Q2 2019, filed 31 Jul 2019.