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

Northstar 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
2019 Q3	–	Sell	-8,800	Closed	-$221K	–	189
2019 Q2	$221K	Hold	8,800	–	–	0.1%	169
2019 Q1	$224K	Buy	+8,800	New	+$220K	0.1%	165
2018 Q4	–	Sell	-7,430	Closed	-$204K	–	184
2018 Q3	$204K	Buy	+7,430	New	+$207K	0.1%	170
2018 Q1	–	Sell	-13,989	Closed	-$404K	–	204
2017 Q4	$404K	Sell	13,989 -9,035	-39%	-$245K	0.36%	84
2017 Q3	$655K	Sell	23,024 -24,800	-52%	-$713K	0.64%	57
2017 Q2	$1.41M	Sell	47,824 -10,556	-18%	-$324K	1.29%	23
2017 Q1	$1.88M	Buy	+58,380	New	+$1.91M	1.75%	14

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Northstar Wealth Partners's AMJ Position: Q3 2019 in Review

Northstar Wealth Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2019, closing a stake of 8,800 shares — an estimated $221K sold.

Northstar Wealth Partners first reported a position in AMJ in Q1 2017 and held it in 7 quarters. The position peaked at $1.88M in Q1 2017. 267 funds tracked by Wall St. Rank hold AMJ as of Q3 2019.

Northstar Wealth Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2019 after selling out during the quarter.
Northstar Wealth Partners sold 8,800 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2019, an estimated $221K.
Northstar Wealth Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2017 and held it in 7 quarters.
Northstar Wealth Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.88M in Q1 2017.
267 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2019.

Based on Northstar Wealth Partners's 13F filing for Q3 2019, filed 7 Nov 2019.