TC
AMJ

Telemus Capital’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Telemus Capital’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
Q2 		– Sell
-11,046
Closed -$159K – 408
2020
Q1 		$159K Sell
11,046
-86,081
-89% -$1.5M 0.01% 362
2019
Q4 		$2.12M Sell
97,127
-32,903
-25% -$708K 0.16% 109
2019
Q3 		$3.03M Sell
130,030
-23,643
-15% -$571K 0.24% 90
2019
Q2 		$3.67M Sell
153,673
-41,920
-21% -$1.06M 0.33% 73
2019
Q1 		$4.99M Buy
195,593
+34,706
+22% +$867K 0.38% 60
2018
Q4 		$3.59M Buy
160,887
+51,929
+48% +$1.31M 0.29% 78
2018
Q3 		$2.99M Buy
108,958
+15,701
+17% +$438K 0.22% 98
2018
Q2 		$2.48M Buy
93,257
+18,191
+24% +$476K 0.19% 105
2018
Q1 		$1.8M Sell
75,066
-45,726
-38% -$1.25M 0.14% 129
2017
Q4 		$3.32M Buy
120,792
+27,947
+30% +$759K 0.26% 78
2017
Q3 		$2.62M Sell
92,845
-64,722
-41% -$1.86M 0.3% 69
2017
Q2 		$4.68M Buy
157,567
+74,333
+89% +$2.28M 0.47% 44
2017
Q1 		$2.69M Buy
83,234
+7,280
+10% +$238K 0.28% 71
2016
Q4 		$2.4M Sell
75,954
-872
-1% -$26.6K 0.33% 68
2016
Q3 		$2.42M Sell
76,826
-1,513
-2% -$47.6K 0.27% 76
2016
Q2 		$2.49M Sell
78,339
-37,475
-32% -$1.12M 0.31% 71
2016
Q1 		$3.14M Sell
115,814
-146,354
-56% -$3.69M 0.52% 45
2015
Q4 		$7.59M Buy
262,168
+133,966
+104% +$4.11M 2.05% 11
2015
Q3 		$3.9M Buy
128,202
+49,058
+62% +$1.76M 1.02% 17
2015
Q2 		$3.13M Sell
79,144
-15,568
-16% -$676K 0.79% 20
2015
Q1 		$4.05M Buy
+94,712
New +$4.18M 0.98% 16

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Telemus Capital's AMJ Position: Q2 2020 in Review

Telemus Capital sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2020, closing a stake of 11,046 shares — an estimated $159K sold.

Telemus Capital first reported a position in AMJ in Q1 2015 and held it in 21 quarters. The position peaked at $7.59M in Q4 2015. 210 funds tracked by Wall St. Rank hold AMJ as of Q2 2020.

  • Telemus Capital reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2020 after selling out during the quarter.
  • Telemus Capital sold 11,046 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2020, an estimated $159K.
  • Telemus Capital first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2015 and held it in 21 quarters.
  • Telemus Capital's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $7.59M in Q4 2015.
  • 210 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2020.

Based on Telemus Capital's 13F filing for Q2 2020, filed 17 Jul 2020.