TFA
AMJ

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

Transamerica Financial 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
Q3 		– Sell
-1
Closed -$1K – 520
2020
Q2 		$1K Buy
+1
New +$13 ﹤0.01% 508
2019
Q3 		– Sell
-131
Closed -$4K – 558
2019
Q2 		$4K Buy
+131
New +$3.3K ﹤0.01% 357
2019
Q1 		– Sell
-117
Closed -$3K – 492
2018
Q4 		$3K Sell
117
-46,520
-100% -$1.18M ﹤0.01% 344
2018
Q3 		$1.28M Sell
46,637
-3,855
-8% -$108K 0.27% 83
2018
Q2 		$1.34M Buy
+50,492
New +$1.32M 0.3% 79
2015
Q4 		– Sell
-73
Closed -$3K – 877
2015
Q3 		$3K Sell
73
-167
-70% -$6K ﹤0.01% 690
2015
Q2 		$10K Sell
240
-304
-56% -$13.2K ﹤0.01% 639
2015
Q1 		$24K Sell
544
-505
-48% -$22.3K ﹤0.01% 519
2014
Q4 		$49K Sell
1,049
-247
-19% -$12.1K ﹤0.01% 363
2014
Q3 		$69K Sell
1,296
-172
-12% -$9.01K 0.01% 323
2014
Q2 		$77K Sell
1,468
-22
-1% -$1.08K 0.01% 340
2014
Q1 		$70K Buy
1,490
+1,464
+5,631% +$67.5K 0.01% 332
2013
Q4 		$2K Buy
26
+1
+4% +$45 ﹤0.01% 546
2013
Q3 		$2K Sell
25
-7
-22% -$322 ﹤0.01% 547
2013
Q2 		$2K Buy
+32
New +$1.48K ﹤0.01% 525

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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $30.4B AUM 27.51% 1-Year Est. Return

Transamerica Financial Advisors's AMJ Position: Q3 2020 in Review

Transamerica Financial Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2020, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in AMJ in Q2 2013 and held it in 15 quarters. The position peaked at $1.34M in Q2 2018. 193 funds tracked by Wall St. Rank hold AMJ as of Q3 2020.

  • Transamerica Financial Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2020 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 JP Morgan Alerian MLP Index ETN 5/24/24 share in Q3 2020, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 15 quarters.
  • Transamerica Financial Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.34M in Q2 2018.
  • 193 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2020.

Based on Transamerica Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.