PWW
AMJ

Pettyjohn Wood & White’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Pettyjohn Wood & White’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
Q1 		– Sell
-12,225
Closed -$267K – 148
2019
Q4 		$267K Sell
12,225
-400
-3% -$8.61K 0.08% 132
2019
Q3 		$294K Sell
12,625
-495
-4% -$12K 0.09% 127
2019
Q2 		$329K Sell
13,120
-250
-2% -$6.3K 0.1% 117
2019
Q1 		$341K Sell
13,370
-235
-2% -$5.87K 0.11% 112
2018
Q4 		$304K Sell
13,605
-1,090
-7% -$27.6K 0.11% 113
2018
Q3 		$404K Sell
14,695
-350
-2% -$9.77K 0.13% 107
2018
Q2 		$400K Buy
15,045
+1,005
+7% +$26.3K 0.14% 105
2018
Q1 		$337K Buy
14,040
+1,140
+9% +$31.2K 0.12% 111
2017
Q4 		$354K Buy
12,900
+1,050
+9% +$28.5K 0.13% 106
2017
Q3 		$334K Buy
11,850
+20
+0.2% +$575 0.12% 101
2017
Q2 		$351K Buy
11,830
+500
+4% +$15.4K 0.13% 103
2017
Q1 		$366K Buy
11,330
+110
+1% +$3.59K 0.14% 103
2016
Q4 		$355K Buy
11,220
+265
+2% +$8.09K 0.14% 102
2016
Q3 		$345K Buy
10,955
+1,775
+19% +$55.8K 0.16% 95
2016
Q2 		$292K Buy
9,180
+1,195
+15% +$35.6K 0.12% 109
2016
Q1 		$216K Buy
7,985
+480
+6% +$12.1K 0.09% 121
2015
Q4 		$217K Sell
7,505
-1,660
-18% -$50.9K 0.09% 120
2015
Q3 		$279K Buy
9,165
+855
+10% +$30.7K 0.13% 104
2015
Q2 		$329K Buy
8,310
+375
+5% +$16.3K 0.14% 100
2015
Q1 		$340K Sell
7,935
-5
-0.1% -$221 0.14% 99
2014
Q4 		$365K Buy
7,940
+2,300
+41% +$112K 0.15% 94
2014
Q3 		$299K Hold
5,640
– – 0.13% 103
2014
Q2 		$295K Hold
5,640
– – 0.13% 105
2014
Q1 		$262K Buy
+5,640
New +$260K 0.12% 108

Other funds holding AMJ

JP Morgan Chase
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Pettyjohn Wood & White's AMJ Position: Q1 2020 in Review

Pettyjohn Wood & White sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 12,225 shares — an estimated $267K sold.

Pettyjohn Wood & White first reported a position in AMJ in Q1 2014 and held it in 24 quarters. The position peaked at $404K in Q3 2018. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Pettyjohn Wood & White reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Pettyjohn Wood & White sold 12,225 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $267K.
  • Pettyjohn Wood & White first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2014 and held it in 24 quarters.
  • Pettyjohn Wood & White's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $404K in Q3 2018.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Pettyjohn Wood & White's 13F filing for Q1 2020, filed 20 Apr 2020.