TC
AMJ

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

Truvestments 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
2019
Q4 		– Sell
-1,495
Closed -$35K – 637
2019
Q3 		$35K Hold
1,495
– – 0.02% 314
2019
Q2 		$38K Sell
1,495
-1,280
-46% -$32.2K 0.03% 321
2019
Q1 		$71K Buy
+2,775
New +$69.3K 0.05% 203
2018
Q3 		$402K Sell
14,656
-9,642
-40% -$269K 0.19% 118
2018
Q2 		$646K Buy
+24,298
New +$636K 0.41% 82

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Truvestments Capital's AMJ Position: Q4 2019 in Review

Truvestments Capital sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2019, closing a stake of 1,495 shares — an estimated $35K sold.

Truvestments Capital first reported a position in AMJ in Q2 2018 and held it in 5 quarters. The position peaked at $646K in Q2 2018. 278 funds tracked by Wall St. Rank hold AMJ as of Q4 2019.

  • Truvestments Capital reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2019 after selling out during the quarter.
  • Truvestments Capital sold 1,495 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2019, an estimated $35K.
  • Truvestments Capital first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2018 and held it in 5 quarters.
  • Truvestments Capital's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $646K in Q2 2018.
  • 278 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2019.

Based on Truvestments Capital's 13F filing for Q4 2019, filed 29 Jan 2020.