PCG
AMJ

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

Private Capital 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
Q3 		– Sell
-282
Closed -$7K – 2485
2019
Q2 		$7K Sell
282
-615
-69% -$15.5K ﹤0.01% 1545
2019
Q1 		$23K Sell
897
-311
-26% -$7.77K ﹤0.01% 1134
2018
Q4 		$27K Buy
+1,208
New +$30.6K 0.01% 968
2018
Q3 		– Sell
-282
Closed -$7K – 2317
2018
Q2 		$7K Sell
282
-1,232
-81% -$32.2K ﹤0.01% 1564
2018
Q1 		$36K Buy
1,514
+1,512
+75,600% +$41.4K 0.01% 834
2017
Q4 		$8K Buy
+2
New +$54 ﹤0.01% 1479

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Private Capital Group's AMJ Position: Q3 2019 in Review

Private Capital Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2019, closing a stake of 282 shares — an estimated $7K sold.

Private Capital Group first reported a position in AMJ in Q4 2017 and held it in 6 quarters. The position peaked at $36K in Q1 2018. 267 funds tracked by Wall St. Rank hold AMJ as of Q3 2019.

  • Private Capital Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2019 after selling out during the quarter.
  • Private Capital Group sold 282 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2019, an estimated $7K.
  • Private Capital Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 6 quarters.
  • Private Capital Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $36K in Q1 2018.
  • 267 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2019.

Based on Private Capital Group's 13F filing for Q3 2019, filed 13 Nov 2019.