WCA
AMJ

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

Waratah Capital 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
2018
Q3 		– Sell
-308,157
Closed -$8.19M – 189
2018
Q2 		$8.19M Buy
+308,157
New +$8.06M 0.9% 37

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Waratah Capital Advisors's AMJ Position: Q3 2018 in Review

Waratah Capital Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2018, closing a stake of 308,157 shares — an estimated $8.19M sold.

Waratah Capital Advisors first reported a position in AMJ in Q2 2018 and held it in 1 quarter. The position peaked at $8.19M in Q2 2018. 296 funds tracked by Wall St. Rank hold AMJ as of Q3 2018.

  • Waratah Capital Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2018 after selling out during the quarter.
  • Waratah Capital Advisors sold 308,157 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2018, an estimated $8.19M.
  • Waratah Capital Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2018 and held it in 1 quarter.
  • Waratah Capital Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $8.19M in Q2 2018.
  • 296 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2018.

Based on Waratah Capital Advisors's 13F filing for Q3 2018, filed 26 Oct 2018.