PA
AMJ

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

Planning Alternatives’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
Q4 		– Sell
-17,569
Closed -$482K – 52
2018
Q3 		$482K Sell
17,569
-8,321
-32% -$232K 0.08% 39
2018
Q2 		$688K Sell
25,890
-7,433
-22% -$195K 0.12% 34
2018
Q1 		$800K Sell
33,323
-38,475
-54% -$1.05M 0.15% 29
2017
Q4 		$1.97M Sell
71,798
-16,148
-18% -$438K 0.35% 27
2017
Q3 		$2.48M Sell
87,946
-4,186
-5% -$120K 0.46% 24
2017
Q2 		$2.74M Sell
92,132
-4,759
-5% -$146K 0.52% 23
2017
Q1 		$3.13M Sell
96,891
-599
-0.6% -$19.6K 0.61% 23
2016
Q4 		$3.08M Sell
97,490
-13,412
-12% -$409K 0.64% 22
2016
Q3 		$3.49M Sell
110,902
-942
-0.8% -$29.6K 0.75% 22
2016
Q2 		$3.56M Sell
111,844
-6,322
-5% -$188K 0.77% 22
2016
Q1 		$3.2M Buy
118,166
+563
+0.5% +$14.2K 0.71% 22
2015
Q4 		$3.41M Sell
117,603
-2,946
-2% -$90.4K 0.79% 20
2015
Q3 		$3.66M Sell
120,549
-1,595
-1% -$57.3K 0.9% 18
2015
Q2 		$4.84M Sell
122,144
-611
-0.5% -$26.5K 1.02% 18
2015
Q1 		$5.25M Sell
122,755
-863
-0.7% -$38.1K 1.19% 15
2014
Q4 		$5.68M Sell
123,618
-2,482
-2% -$121K 1.22% 16
2014
Q3 		$6.69M Buy
126,100
+1,591
+1% +$83.4K 1.65% 16
2014
Q2 		$6.52M Hold
124,509
– – 1.61% 15
2014
Q1 		$5.79M Sell
124,509
-3,075
-2% -$142K 1.7% 12
2013
Q4 		$5.81M Buy
+127,584
New +$5.76M 1.77% 11

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Planning Alternatives's AMJ Position: Q4 2018 in Review

Planning Alternatives sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 17,569 shares — an estimated $482K sold.

Planning Alternatives first reported a position in AMJ in Q4 2013 and held it in 20 quarters. The position peaked at $6.69M in Q3 2014. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

  • Planning Alternatives reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
  • Planning Alternatives sold 17,569 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $482K.
  • Planning Alternatives first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 20 quarters.
  • Planning Alternatives's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $6.69M in Q3 2014.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Planning Alternatives's 13F filing for Q4 2018, filed 7 Feb 2019.