RiverGlades Family Offices’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

RiverGlades Family Offices’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	-32,937	Closed	-$718K	–	64
2019 Q4	$718K	Sell	32,937 -233	-0.7%	-$5.01K	0.62%	34
2019 Q3	$772K	Buy	33,170 +105	+0.3%	+$2.54K	0.69%	32
2019 Q2	$830K	Buy	33,065 +3,995	+14%	+$101K	0.74%	29
2019 Q1	$742K	Buy	+29,070	New	+$726K	0.67%	33
2018 Q4	–	Sell	-32,270	Closed	-$886K	–	90
2018 Q3	$886K	Buy	32,270 +635	+2%	+$17.7K	0.75%	30
2018 Q2	$841K	Buy	31,635 +505	+2%	+$13.2K	0.73%	28
2018 Q1	$747K	Buy	+31,130	New	+$853K	0.6%	31

Other funds holding AMJ

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

BJL

Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

RiverGlades Family Offices's AMJ Position: Q1 2020 in Review

RiverGlades Family Offices sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 32,937 shares — an estimated $718K sold.

RiverGlades Family Offices first reported a position in AMJ in Q1 2018 and held it in 7 quarters. The position peaked at $886K in Q3 2018. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

RiverGlades Family Offices reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
RiverGlades Family Offices sold 32,937 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $718K.
RiverGlades Family Offices first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2018 and held it in 7 quarters.
RiverGlades Family Offices's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $886K 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 RiverGlades Family Offices's 13F filing for Q1 2020, filed 15 May 2020.