PP
AMJ

PDS Planning’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

PDS Planning’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
-10,005
Closed -$223K – 92
2018
Q4 		$223K Hold
10,005
– – 0.19% 69
2018
Q3 		$275K Hold
10,005
– – 0.24% 59
2018
Q2 		$266K Hold
10,005
– – 0.26% 57
2018
Q1 		$240K Buy
+10,005
New +$274K 0.24% 56

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 $27.4B AUM 24.17% 1-Year Est. Return

PDS Planning's AMJ Position: Q1 2019 in Review

PDS Planning sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2019, closing a stake of 10,005 shares — an estimated $223K sold.

PDS Planning first reported a position in AMJ in Q1 2018 and held it in 4 quarters. The position peaked at $275K in Q3 2018. 293 funds tracked by Wall St. Rank hold AMJ as of Q1 2019.

  • PDS Planning reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2019 after selling out during the quarter.
  • PDS Planning sold 10,005 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2019, an estimated $223K.
  • PDS Planning first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2018 and held it in 4 quarters.
  • PDS Planning's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $275K in Q3 2018.
  • 293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2019.

Based on PDS Planning's 13F filing for Q1 2019, filed 19 Apr 2019.