UCFA
AMJ

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

United Capital 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
2024
Q2 		– Sell
-92,000
Closed -$2.62M – 1130
2024
Q1 		$2.62M Hold
92,000
– – 0.02% 379
2023
Q4 		$2.33M Sell
92,000
-1,524
-2% -$38.3K 0.02% 389
2023
Q3 		$2.31M Sell
93,524
-1
-0% -$24 0.02% 405
2023
Q2 		$2.14M Hold
93,525
– – 0.01% 435
2023
Q1 		$2.08M Sell
93,525
-967
-1% -$21.8K 0.01% 447
2022
Q4 		$2.06M Sell
94,492
-1,150
-1% -$25.2K 0.01% 475
2022
Q3 		$1.92M Buy
95,642
+485
+0.5% +$10.2K 0.01% 482
2022
Q2 		$1.8M Hold
95,157
– – 0.01% 515
2022
Q1 		$1.99M Hold
95,157
– – 0.01% 512
2021
Q4 		$1.7M Sell
95,157
-146
-0.2% -$2.7K 0.01% 567
2021
Q3 		$1.73M Sell
95,303
-253
-0.3% -$4.59K 0.01% 557
2021
Q2 		$1.88M Sell
95,556
-142
-0.1% -$2.64K 0.01% 554
2021
Q1 		$1.59M Sell
95,698
-292
-0.3% -$4.64K 0.01% 552
2020
Q4 		$1.33M Sell
95,990
-194
-0.2% -$2.52K 0.01% 601
2020
Q3 		$1.04M Buy
96,184
+1,285
+1% +$16.1K 0.01% 652
2020
Q2 		$1.25M Buy
94,899
+93
+0.1% +$1.23K 0.01% 605
2020
Q1 		$856K Sell
94,806
-9,465
-9% -$165K 0.01% 670
2019
Q4 		$2.27M Sell
104,271
-1,317
-1% -$28.3K 0.01% 582
2019
Q3 		$2.46M Sell
105,588
-2,645
-2% -$63.9K 0.02% 548
2019
Q2 		$2.72M Buy
108,233
+9,333
+9% +$235K 0.02% 541
2019
Q1 		$2.52M Buy
98,900
+8,342
+9% +$208K 0.02% 541
2018
Q4 		$2.02M Sell
90,558
-2,163
-2% -$54.7K 0.02% 563
2018
Q3 		$2.55M Buy
92,721
+16,871
+22% +$471K 0.02% 555
2018
Q2 		$2.02M Buy
75,850
+24,230
+47% +$634K 0.02% 591
2018
Q1 		$1.24M Sell
51,620
-9,033
-15% -$247K 0.01% 721
2017
Q4 		$1.67M Buy
60,653
+26,497
+78% +$719K 0.01% 645
2017
Q3 		$964K Sell
34,156
-835
-2% -$24K 0.01% 785
2017
Q2 		$1.04M Sell
34,991
-5,399
-13% -$166K 0.01% 754
2017
Q1 		$1.3M Sell
40,390
-5,270
-12% -$172K 0.01% 664
2016
Q4 		$1.44M Sell
45,660
-19,741
-30% -$603K 0.01% 638
2016
Q3 		$2.06M Sell
65,401
-11,119
-15% -$350K 0.02% 580
2016
Q2 		$2.45M Sell
76,520
-8,881
-10% -$265K 0.02% 518
2016
Q1 		$2.31M Buy
85,401
+6,754
+9% +$170K 0.03% 501
2015
Q4 		$2.28M Sell
78,647
-7,535
-9% -$231K 0.03% 526
2015
Q3 		$2.62M Sell
86,182
-5,632
-6% -$202K 0.03% 471
2015
Q2 		$3.64M Sell
91,814
-5,583
-6% -$243K 0.04% 432
2015
Q1 		$4.42M Buy
97,397
+10,484
+12% +$462K 0.05% 363
2014
Q4 		$3.99M Sell
86,913
-2,442
-3% -$119K 0.06% 295
2014
Q3 		$4.74M Sell
89,355
-13,059
-13% -$684K 0.08% 266
2014
Q2 		$5.36M Buy
102,414
+5,094
+5% +$251K 0.1% 222
2014
Q1 		$4.53M Buy
97,320
+39,155
+67% +$1.81M 0.1% 220
2013
Q4 		$2.7M Sell
58,165
-37,035
-39% -$1.67M 0.09% 203
2013
Q3 		$4.25M Sell
95,200
-18,278
-16% -$841K 0.14% 162
2013
Q2 		$5.29M Buy
+113,478
New +$5.26M 0.14% 181

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

United Capital Financial Advisors's AMJ Position: Q2 2024 in Review

United Capital Financial Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 92,000 shares — an estimated $2.62M sold.

United Capital Financial Advisors first reported a position in AMJ in Q2 2013 and held it in 44 quarters. The position peaked at $5.36M in Q2 2014. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • United Capital Financial Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 92,000 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $2.62M.
  • United Capital Financial Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 44 quarters.
  • United Capital Financial Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $5.36M in Q2 2014.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.