PP
AMJ

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

PagnatoKarp 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
Q2 		– Sell
-55,270
Closed -$499K – 159
2020
Q1 		$499K Buy
+55,270
New +$965K 0.12% 90

Other funds holding AMJ

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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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PagnatoKarp Partners's AMJ Position: Q2 2020 in Review

PagnatoKarp Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2020, closing a stake of 55,270 shares — an estimated $499K sold.

PagnatoKarp Partners first reported a position in AMJ in Q1 2020 and held it in 1 quarter. The position peaked at $499K in Q1 2020. 210 funds tracked by Wall St. Rank hold AMJ as of Q2 2020.

  • PagnatoKarp Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2020 after selling out during the quarter.
  • PagnatoKarp Partners sold 55,270 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2020, an estimated $499K.
  • PagnatoKarp Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2020 and held it in 1 quarter.
  • PagnatoKarp Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $499K in Q1 2020.
  • 210 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.