Valeo Financial Advisors
AMJ icon

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

Valeo 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
2019
Q3 		– Sell
-185
Closed -$5K – 1708
2019
Q2 		$5K Sell
185
-63
-25% -$1.59K ﹤0.01% 1232
2019
Q1 		$6K Buy
+248
New +$6.19K ﹤0.01% 1126
2018
Q4 		– Sell
-1,390
Closed -$35.2K – 1771
2018
Q3 		$35K Buy
+1,390
New +$38.8K ﹤0.01% 628
2018
Q2 		– Sell
-2,241
Closed -$54K – 1782
2018
Q1 		$54K Buy
+2,241
New +$61.4K 0.01% 477

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Valeo Financial Advisors's AMJ Position: Q3 2019 in Review

Valeo Financial Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2019, closing a stake of 185 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in AMJ in Q1 2018 and held it in 4 quarters. The position peaked at $54K in Q1 2018. 267 funds tracked by Wall St. Rank hold AMJ as of Q3 2019.

  • Valeo Financial Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 185 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2019, an estimated $5K.
  • Valeo Financial Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2018 and held it in 4 quarters.
  • Valeo Financial Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $54K in Q1 2018.
  • 267 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.