TPA
AMJ

Trivium Point Advisory’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Trivium Point Advisory’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
Q1 		– Sell
-22,290
Closed -$486K – 184
2019
Q4 		$486K Sell
22,290
-1,940
-8% -$41.8K 0.19% 119
2019
Q3 		$538K Buy
24,230
+9,340
+63% +$226K 0.25% 115
2019
Q2 		$374K Buy
+14,890
New +$375K 0.17% 129

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
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
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
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Trivium Point Advisory's AMJ Position: Q1 2020 in Review

Trivium Point Advisory sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 22,290 shares — an estimated $486K sold.

Trivium Point Advisory first reported a position in AMJ in Q2 2019 and held it in 3 quarters. The position peaked at $538K in Q3 2019. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Trivium Point Advisory reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Trivium Point Advisory sold 22,290 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $486K.
  • Trivium Point Advisory first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2019 and held it in 3 quarters.
  • Trivium Point Advisory's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $538K in Q3 2019.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Trivium Point Advisory's 13F filing for Q1 2020, filed 8 May 2020.