WCM
AMJ

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

Wealthcare Capital Management’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
2020
Q2 		– Sell
-2,415
Closed -$22K – 258
2020
Q1 		$22K Sell
2,415
-34,888
-94% -$609K ﹤0.01% 129
2019
Q4 		$814K Buy
37,303
+1,200
+3% +$25.8K 0.1% 28
2019
Q3 		$840K Sell
36,103
-6,791
-16% -$164K 0.1% 29
2019
Q2 		$1.08M Sell
42,894
-4,201
-9% -$106K 0.15% 25
2019
Q1 		$1.2M Buy
47,095
+2,910
+7% +$72.7K 0.17% 20
2018
Q4 		$986K Sell
44,185
-3,027
-6% -$76.6K 0.15% 24
2018
Q3 		$1.3M Buy
47,212
+267
+0.6% +$7.45K 0.15% 16
2018
Q2 		$1.25M Buy
46,945
+2,058
+5% +$53.9K 0.14% 16
2018
Q1 		$1.08M Buy
44,887
+11,146
+33% +$305K 0.12% 16
2017
Q4 		$927K Sell
33,741
-9,186
-21% -$249K 0.1% 19
2017
Q3 		$1.21M Sell
42,927
-5,702
-12% -$164K 0.13% 16
2017
Q2 		$1.44M Buy
48,629
+2,211
+5% +$67.9K 0.16% 14
2017
Q1 		$1.5M Buy
46,418
+30,564
+193% +$998K 0.16% 12
2016
Q4 		$501K Buy
15,854
+2,150
+16% +$65.6K 0.06% 29
2016
Q3 		$432K Buy
13,704
+342
+3% +$10.8K 0.05% 26
2016
Q2 		$425K Buy
+13,362
New +$398K 0.05% 25
2015
Q2 		– Sell
-297
Closed -$13K – 895
2015
Q1 		$13K Buy
+297
New +$13.1K ﹤0.01% 465

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthcare Capital Management's AMJ Position: Q2 2020 in Review

Wealthcare Capital Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2020, closing a stake of 2,415 shares — an estimated $22K sold.

Wealthcare Capital Management first reported a position in AMJ in Q1 2015 and held it in 17 quarters. The position peaked at $1.5M in Q1 2017. 210 funds tracked by Wall St. Rank hold AMJ as of Q2 2020.

  • Wealthcare Capital Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 2,415 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2020, an estimated $22K.
  • Wealthcare Capital Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2015 and held it in 17 quarters.
  • Wealthcare Capital Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.5M in Q1 2017.
  • 210 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2020.

Based on Wealthcare Capital Management's 13F filing for Q2 2020, filed 29 Jul 2020.