SHJ
AMJ

Sharkey, Howes & Javer’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Sharkey, Howes & Javer’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
2017
Q4 		– Sell
-1,060
Closed -$1K – 228
2017
Q3 		$1K Hold
1,060
– – ﹤0.01% 203
2017
Q2 		$31K Buy
+1,060
New +$32.6K 0.02% 102
2016
Q4 		– Sell
-375
Closed -$12K – 243
2016
Q3 		$12K Hold
375
– – 0.01% 159
2016
Q2 		$12K Buy
+375
New +$11.2K 0.01% 165

Other funds holding AMJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Sharkey, Howes & Javer's AMJ Position: Q4 2017 in Review

Sharkey, Howes & Javer sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2017, closing a stake of 1,060 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in AMJ in Q2 2016 and held it in 4 quarters. The position peaked at $31K in Q2 2017. 315 funds tracked by Wall St. Rank hold AMJ as of Q4 2017.

  • Sharkey, Howes & Javer reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 1,060 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2017, an estimated $1K.
  • Sharkey, Howes & Javer first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2016 and held it in 4 quarters.
  • Sharkey, Howes & Javer's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $31K in Q2 2017.
  • 315 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2017, filed 14 Feb 2018.