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

Risk Paradigm 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
2018 Q4	$857K	Buy	38,393 +2,078	+6%	+$52.6K	2.08%	14
2018 Q3	$997K	Buy	36,315 +15,552	+75%	+$434K	1.98%	15
2018 Q2	$552K	Buy	20,763 +990	+5%	+$25.9K	1.06%	22
2018 Q1	$475K	Buy	19,773 +15,638	+378%	+$428K	0.6%	46
2017 Q4	$114K	Buy	4,135 +102	+3%	+$2.77K	0.12%	118
2017 Q3	$114K	Sell	4,033 -35,928	-90%	-$1.03M	0.14%	101
2017 Q2	$1.19M	Sell	39,961 -2,363	-6%	-$72.6K	1.4%	21
2017 Q1	$1.37M	Buy	42,324 +20,757	+96%	+$678K	1.56%	17
2016 Q4	$682K	Sell	21,567 -22,041	-51%	-$673K	0.75%	49
2016 Q3	$1.37M	Sell	43,608 -4,777	-10%	-$150K	1.03%	20
2016 Q2	$1.54M	Buy	48,385 +45,718	+1,714%	+$1.36M	2.09%	5
2016 Q1	$72.2K	Sell	2,667 -636	-19%	-$16K	0.09%	116
2015 Q4	$95.7K	Sell	3,303 -431	-12%	-$13.2K	0.11%	95
2015 Q3	$113K	Sell	3,734 -68,177	-95%	-$2.45M	0.23%	59
2015 Q2	$2.85M	Buy	71,911 +67,510	+1,534%	+$2.93M	2.72%	7
2015 Q1	$188K	Buy	+4,401	New	+$194K	0.18%	75

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 $5.7B AUM 32.06% 1-Year Est. Return

Risk Paradigm Group's AMJ Position: Q4 2018 in Review

Risk Paradigm Group increased its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 5.7% in Q4 2018, buying an estimated $52.6K and bringing the position to 38,393 shares worth $857K. The position accounts for 2.08% of the portfolio, ranked #14.

Risk Paradigm Group first reported a position in AMJ in Q1 2015 and has held it in 16 quarters since. The position peaked at $2.85M in Q2 2015. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

Risk Paradigm Group held 38,393 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $857K as of Q4 2018.
Risk Paradigm Group bought 2,078 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $52.6K.
JP Morgan Alerian MLP Index ETN 5/24/24 made up 2.08% of Risk Paradigm Group's portfolio in Q4 2018, its #14 holding.
Risk Paradigm Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2015 and has held it in 16 quarters since.
Risk Paradigm Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.85M in Q2 2015.
298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.