PIA
AMJ

Powell Investment Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Powell Investment Advisors’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
Q4 		– Sell
-7,260
Closed -$78K – 121
2020
Q3 		$78K Sell
7,260
-550
-7% -$6.91K 0.07% 100
2020
Q2 		$103K Hold
7,810
– – 0.1% 100
2020
Q1 		$71K Hold
7,810
– – 0.09% 101
2019
Q4 		$170K Buy
+7,810
New +$168K 0.18% 100

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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 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

Powell Investment Advisors's AMJ Position: Q4 2020 in Review

Powell Investment Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2020, closing a stake of 7,260 shares — an estimated $78K sold.

Powell Investment Advisors first reported a position in AMJ in Q4 2019 and held it in 4 quarters. The position peaked at $170K in Q4 2019. 185 funds tracked by Wall St. Rank hold AMJ as of Q4 2020.

  • Powell Investment Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2020 after selling out during the quarter.
  • Powell Investment Advisors sold 7,260 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2020, an estimated $78K.
  • Powell Investment Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and held it in 4 quarters.
  • Powell Investment Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $170K in Q4 2019.
  • 185 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2020.

Based on Powell Investment Advisors's 13F filing for Q4 2020, filed 14 Jan 2021.