OCG
AMJ

Opus Capital Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Opus Capital 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
2018
Q1 		– Sell
-56,331
Closed -$1.55M – 248
2017
Q4 		$1.55M Buy
56,331
+8,583
+18% +$233K 0.34% 94
2017
Q3 		$1.35M Buy
+47,748
New +$1.37M 0.31% 93

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Opus Capital Group's AMJ Position: Q1 2018 in Review

Opus Capital Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2018, closing a stake of 56,331 shares — an estimated $1.55M sold.

Opus Capital Group first reported a position in AMJ in Q3 2017 and held it in 2 quarters. The position peaked at $1.55M in Q4 2017. 292 funds tracked by Wall St. Rank hold AMJ as of Q1 2018.

  • Opus Capital Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2018 after selling out during the quarter.
  • Opus Capital Group sold 56,331 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2018, an estimated $1.55M.
  • Opus Capital Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2017 and held it in 2 quarters.
  • Opus Capital Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.55M in Q4 2017.
  • 292 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2018.

Based on Opus Capital Group's 13F filing for Q1 2018, filed 4 May 2018.