VBFG
AMJ

Vishria Bird Financial Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Vishria Bird Financial Group’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
2018
Q4 		– Sell
-322,037
Closed -$8.84M – 54
2018
Q3 		$8.84M Buy
322,037
+1,558
+0.5% +$43.5K 7.58% 4
2018
Q2 		$8.52M Buy
+320,479
New +$8.39M 7.9% 3

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Vishria Bird Financial Group's AMJ Position: Q4 2018 in Review

Vishria Bird Financial Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 322,037 shares — an estimated $8.84M sold.

Vishria Bird Financial Group first reported a position in AMJ in Q2 2018 and held it in 2 quarters. The position peaked at $8.84M in Q3 2018. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

  • Vishria Bird Financial Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
  • Vishria Bird Financial Group sold 322,037 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $8.84M.
  • Vishria Bird Financial Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2018 and held it in 2 quarters.
  • Vishria Bird Financial Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $8.84M in Q3 2018.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Vishria Bird Financial Group's 13F filing for Q4 2018, filed 17 Jan 2019.