SQA
AMJ

Simon Quick Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Simon Quick 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
-182,961
Closed -$3.99M – 735
2019
Q4 		$3.99M Buy
+182,961
New +$3.94M 1.45% 17
2019
Q3 		– Sell
-1,446
Closed -$36.3K – 549
2019
Q2 		$36.3K Buy
+1,446
New +$36.4K 0.02% 135
2017
Q4 		– Sell
-2,219
Closed -$63K – 599
2017
Q3 		$63K Sell
2,219
-288
-11% -$8.28K 0.02% 238
2017
Q2 		$74K Sell
2,507
-67
-3% -$2.06K 0.04% 106
2017
Q1 		$83K Buy
+2,574
New +$84.1K 0.05% 128

Other funds holding AMJ

JP Morgan Chase
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
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

Simon Quick Advisors's AMJ Position: Q1 2020 in Review

Simon Quick Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 182,961 shares — an estimated $3.99M sold.

Simon Quick Advisors first reported a position in AMJ in Q1 2017 and held it in 5 quarters. The position peaked at $3.99M in Q4 2019. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Simon Quick Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 182,961 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $3.99M.
  • Simon Quick Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2017 and held it in 5 quarters.
  • Simon Quick Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.99M in Q4 2019.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.