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

WealthSource 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
2019
Q2 		– Sell
-7,912
Closed -$202K – 491
2019
Q1 		$202K Sell
7,912
-1,765
-18% -$44.1K 0.05% 333
2018
Q4 		$216K Sell
9,677
-1,498
-13% -$37.9K 0.06% 266
2018
Q3 		$307K Sell
11,175
-291
-3% -$8.12K 0.08% 218
2018
Q2 		$305K Sell
11,466
-834
-7% -$21.8K 0.09% 209
2018
Q1 		$295K Buy
12,300
+2,138
+21% +$58.6K 0.09% 206
2017
Q4 		$279K Sell
10,162
-267
-3% -$7.25K 0.09% 214
2017
Q3 		$294K Sell
10,429
-1,765
-14% -$50.8K 0.1% 208
2017
Q2 		$362K Buy
12,194
+1,011
+9% +$31.1K 0.12% 172
2017
Q1 		$361K Buy
11,183
+741
+7% +$24.2K 0.13% 165
2016
Q4 		$330K Buy
10,442
+700
+7% +$21.4K 0.14% 153
2016
Q3 		$307K Buy
9,742
+3,113
+47% +$97.9K 0.11% 182
2016
Q2 		$211K Buy
+6,629
New +$197K 0.08% 231

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WealthSource Partners's AMJ Position: Q2 2019 in Review

WealthSource Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2019, closing a stake of 7,912 shares — an estimated $202K sold.

WealthSource Partners first reported a position in AMJ in Q2 2016 and held it in 12 quarters. The position peaked at $362K in Q2 2017. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

  • WealthSource Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2019 after selling out during the quarter.
  • WealthSource Partners sold 7,912 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2019, an estimated $202K.
  • WealthSource Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2016 and held it in 12 quarters.
  • WealthSource Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $362K in Q2 2017.
  • 283 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2019.

Based on WealthSource Partners's 13F filing for Q2 2019, filed 9 Aug 2019.