TWMP
AMJ

Taylor Wealth Management Partners’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Taylor Wealth Management Partners’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
2021
Q4 		– Sell
-11,700
Closed -$213K – 69
2021
Q3 		$213K Buy
+11,700
New +$212K 0.08% 66
2018
Q4 		– Sell
-1,350
Closed -$37K – 135
2018
Q3 		$37K Sell
1,350
-150
-10% -$4.19K 0.02% 77
2018
Q2 		$40K Hold
1,500
– – 0.02% 79
2018
Q1 		$36K Sell
1,500
-300
-17% -$8.22K 0.02% 77
2017
Q4 		$49K Sell
1,800
-16,770
-90% -$455K 0.02% 96
2017
Q3 		$524K Sell
18,570
-1,100
-6% -$31.6K 0.23% 46
2017
Q2 		$584K Sell
19,670
-3,000
-13% -$92.2K 0.26% 43
2017
Q1 		$732K Buy
22,670
+6,355
+39% +$208K 0.33% 41
2016
Q4 		$516K Sell
16,315
-6,770
-29% -$207K 0.24% 43
2016
Q3 		$727K Sell
23,085
-460
-2% -$14.5K 0.33% 41
2016
Q2 		$749K Sell
23,545
-3,828
-14% -$114K 0.3% 38
2016
Q1 		$742K Sell
27,373
-500
-2% -$12.6K 0.35% 32
2015
Q4 		$807K Sell
27,873
-1,187
-4% -$36.4K 0.35% 39
2015
Q3 		$883K Sell
29,060
-6,810
-19% -$245K 0.43% 35
2015
Q2 		$1.42M Buy
35,870
+8,634
+32% +$375K 0.45% 41
2015
Q1 		$1.17M Buy
+27,236
New +$1.2M 0.37% 41

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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Taylor Wealth Management Partners's AMJ Position: Q4 2021 in Review

Taylor Wealth Management Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2021, closing a stake of 11,700 shares — an estimated $213K sold.

Taylor Wealth Management Partners first reported a position in AMJ in Q1 2015 and held it in 16 quarters. The position peaked at $1.42M in Q2 2015. 191 funds tracked by Wall St. Rank hold AMJ as of Q4 2021.

  • Taylor Wealth Management Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2021 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 11,700 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2021, an estimated $213K.
  • Taylor Wealth Management Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2015 and held it in 16 quarters.
  • Taylor Wealth Management Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.42M in Q2 2015.
  • 191 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2021.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2021, filed 28 Jan 2022.