SHIM
AMJ

Stone House Investment Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Stone House Investment 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
2019
Q2 		– Sell
-647
Closed -$17K – 212
2019
Q1 		$17K Buy
+647
New +$16.2K 0.01% 142

Other funds holding AMJ

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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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Stone House Investment Management's AMJ Position: Q2 2019 in Review

Stone House Investment Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2019, closing a stake of 647 shares — an estimated $17K sold.

Stone House Investment Management first reported a position in AMJ in Q1 2019 and held it in 1 quarter. The position peaked at $17K in Q1 2019. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

  • Stone House Investment Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 647 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2019, an estimated $17K.
  • Stone House Investment Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2019 and held it in 1 quarter.
  • Stone House Investment Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $17K in Q1 2019.
  • 283 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.