SIAP
AMJ

Sterling Investment Advisors (Pennsylvania)’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2019
Q4 		– Sell
-445
Closed -$10K – 451
2019
Q3 		$10K Hold
445
– – 0.01% 345
2019
Q2 		$11K Hold
445
– – 0.01% 349
2019
Q1 		$11K Hold
445
– – 0.01% 339
2018
Q4 		$9K Hold
445
– – 0.01% 339
2018
Q3 		$12K Hold
445
– – 0.01% 347
2018
Q2 		$11K Hold
445
– – 0.01% 327
2018
Q1 		$11K Hold
445
– – 0.01% 313
2017
Q4 		$12K Hold
445
– – 0.01% 290
2017
Q3 		$13K Hold
445
– – 0.01% 281
2017
Q2 		$13K Buy
+445
New +$13.7K 0.01% 286

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s AMJ Position: Q4 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2019, closing a stake of 445 shares — an estimated $10K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in AMJ in Q2 2017 and held it in 10 quarters. The position peaked at $13K in Q3 2017. 278 funds tracked by Wall St. Rank hold AMJ as of Q4 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 445 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2019, an estimated $10K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2017 and held it in 10 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $13K in Q3 2017.
  • 278 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 10 Feb 2020.