PCIG
AMJ

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

Partners Capital Investment 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
Q1 		– Sell
-3,440
Closed -$77K – 88
2018
Q4 		$77K Sell
3,440
-262,252
-99% -$6.63M 0.01% 75
2018
Q3 		$7.3M Buy
265,692
+4,614
+2% +$129K 0.79% 25
2018
Q2 		$6.94M Buy
261,078
+4,729
+2% +$124K 0.89% 20
2018
Q1 		$6.15M Sell
256,349
-53,562
-17% -$1.47M 0.81% 22
2017
Q4 		$8.51M Sell
309,911
-127,558
-29% -$3.46M 1.37% 20
2017
Q3 		$12.3M Sell
437,469
-33,879
-7% -$974K 2.05% 19
2017
Q2 		$14M Buy
471,348
+7,558
+2% +$232K 2.68% 19
2017
Q1 		$15M Buy
463,790
+4,939
+1% +$161K 2.99% 18
2016
Q4 		$14.5M Buy
458,851
+25,365
+6% +$774K 3.33% 18
2016
Q3 		$13.7M Sell
433,486
-2,613
-0.6% -$82.2K 3.35% 14
2016
Q2 		$13.9M Sell
436,099
-96,196
-18% -$2.87M 3.87% 11
2016
Q1 		$14.4M Buy
532,295
+361,708
+212% +$9.12M 4.2% 10
2015
Q4 		$4.94M Buy
+170,587
New +$5.24M 1.66% 18

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 $2.37B AUM 16.36% 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 24.68% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Partners Capital Investment Group's AMJ Position: Q1 2019 in Review

Partners Capital Investment Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2019, closing a stake of 3,440 shares — an estimated $77K sold.

Partners Capital Investment Group first reported a position in AMJ in Q4 2015 and held it in 13 quarters. The position peaked at $15M in Q1 2017. 293 funds tracked by Wall St. Rank hold AMJ as of Q1 2019.

  • Partners Capital Investment Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2019 after selling out during the quarter.
  • Partners Capital Investment Group sold 3,440 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2019, an estimated $77K.
  • Partners Capital Investment Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 13 quarters.
  • Partners Capital Investment Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $15M in Q1 2017.
  • 293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2019.

Based on Partners Capital Investment Group's 13F filing for Q1 2019, filed 14 May 2019.