WP
AMJ

WealthShield Partners’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-1,112
Closed -$22K – 777
2021
Q2 		$22K Buy
1,112
+1
+0.1% +$19 ﹤0.01% 640
2021
Q1 		$18K Buy
+1,111
New +$17.6K ﹤0.01% 689
2020
Q4 		– Sell
-913
Closed -$10K – 434
2020
Q3 		$10K Buy
+913
New +$11.5K ﹤0.01% 350

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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

WealthShield Partners's AMJ Position: Q3 2021 in Review

WealthShield Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2021, closing a stake of 1,112 shares — an estimated $22K sold.

WealthShield Partners first reported a position in AMJ in Q3 2020 and held it in 3 quarters. The position peaked at $22K in Q2 2021. 181 funds tracked by Wall St. Rank hold AMJ as of Q3 2021.

  • WealthShield Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,112 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2021, an estimated $22K.
  • WealthShield Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2020 and held it in 3 quarters.
  • WealthShield Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $22K in Q2 2021.
  • 181 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.