SEIA
AMJ

Signature Estate & Investment Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Signature Estate & Investment Advisors’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
-236,851
Closed -$5.17M – 171
2019
Q4 		$5.17M Sell
236,851
-5,426
-2% -$117K 0.32% 50
2019
Q3 		$5.64M Sell
242,277
-38,661
-14% -$934K 0.37% 42
2019
Q2 		$7.05M Sell
280,938
-6,023
-2% -$152K 0.47% 40
2019
Q1 		$7.32M Sell
286,961
-5,130
-2% -$128K 0.49% 42
2018
Q4 		$6.52M Sell
292,091
-8,101
-3% -$205K 0.58% 41
2018
Q3 		$8.24M Sell
300,192
-9,778
-3% -$273K 0.74% 34
2018
Q2 		$8.24M Sell
309,970
-6,368
-2% -$167K 0.78% 35
2018
Q1 		$7.59M Sell
316,338
-2,651
-0.8% -$72.6K 0.77% 35
2017
Q4 		$8.76M Buy
+318,989
New +$8.66M 0.89% 34
2016
Q4 		– Sell
-3,207
Closed -$101K – 177
2016
Q3 		$101K Sell
3,207
-24,599
-88% -$774K 0.01% 157
2016
Q2 		$885K Sell
27,806
-1,489
-5% -$44.3K 0.14% 70
2016
Q1 		$794K Sell
29,295
-1,233
-4% -$31.1K 0.13% 77
2015
Q4 		$884K Sell
30,528
-3,852
-11% -$118K 0.15% 72
2015
Q3 		$1.04M Sell
34,380
-11,013
-24% -$396K 0.22% 58
2015
Q2 		$1.8M Sell
45,393
-621
-1% -$27K 0.4% 49
2015
Q1 		$1.97M Sell
46,014
-2,372
-5% -$105K 0.52% 42
2014
Q4 		$2.22M Sell
48,386
-4,277
-8% -$209K 0.74% 35
2014
Q3 		$2.79M Sell
52,663
-952
-2% -$49.9K 1% 29
2014
Q2 		$2.81M Sell
53,615
-963
-2% -$47.4K 0.99% 29
2014
Q1 		$2.54M Sell
54,578
-2,220
-4% -$102K 0.99% 31
2013
Q4 		$2.63M Sell
56,798
-2,013
-3% -$90.8K 1.3% 29
2013
Q3 		$2.62M Sell
58,811
-1,764
-3% -$81.1K 1.51% 30
2013
Q2 		$2.83M Buy
+60,575
New +$2.81M 2.03% 24

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
CIBC Private Wealth Group
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Signature Estate & Investment Advisors's AMJ Position: Q1 2020 in Review

Signature Estate & Investment Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 236,851 shares — an estimated $5.17M sold.

Signature Estate & Investment Advisors first reported a position in AMJ in Q2 2013 and held it in 23 quarters. The position peaked at $8.76M in Q4 2017. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Signature Estate & Investment Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 236,851 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $5.17M.
  • Signature Estate & Investment Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 23 quarters.
  • Signature Estate & Investment Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $8.76M in Q4 2017.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2020, filed 7 May 2020.