SeaCrest Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-4,399	Closed	-$83K	–	1597
2022 Q2	$83K	Buy	+4,399	New	+$92.6K	0.01%	932
2019 Q2	–	Sell	-1,920	Closed	-$49K	–	1940
2019 Q1	$49K	Buy	1,920 +5	+0.3%	+$125	0.01%	951
2018 Q4	$43K	Sell	1,915 -271	-12%	-$6.85K	0.01%	957
2018 Q3	$60K	Buy	2,186 +1,640	+300%	+$45.8K	0.01%	929
2018 Q2	$15K	Buy	546 +9	+2%	+$236	﹤0.01%	1476
2018 Q1	$13K	Buy	537 +9	+2%	+$247	﹤0.01%	1500
2017 Q4	$15K	Buy	+528	New	+$14.3K	﹤0.01%	1454

Other funds holding AMJ

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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return

SeaCrest Wealth Management's AMJ Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2022, closing a stake of 4,399 shares — an estimated $83K sold.

SeaCrest Wealth Management first reported a position in AMJ in Q4 2017 and held it in 7 quarters. The position peaked at $83K in Q2 2022. 168 funds tracked by Wall St. Rank hold AMJ as of Q3 2022.

SeaCrest Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 4,399 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2022, an estimated $83K.
SeaCrest Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $83K in Q2 2022.
168 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.