WAM
AMJ

Wealthspire Advisors (Maryland)’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Wealthspire Advisors (Maryland)’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
-218
Closed -$6K – 2174
2019
Q1 		$6K Buy
218
+4
+2% +$100 ﹤0.01% 1785
2018
Q4 		$5K Sell
214
-1,288
-86% -$32.6K ﹤0.01% 1769
2018
Q3 		$41K Buy
1,502
+20
+1% +$558 ﹤0.01% 1040
2018
Q2 		$39K Sell
1,482
-632
-30% -$16.5K ﹤0.01% 1077
2018
Q1 		$51K Sell
2,114
-3,233
-60% -$88.6K ﹤0.01% 979
2017
Q4 		$147K Sell
5,347
-35,655
-87% -$968K 0.01% 583
2017
Q3 		$1.16M Buy
41,002
+1,794
+5% +$51.6K 0.13% 117
2017
Q2 		$1.16M Buy
39,208
+34,212
+685% +$1.05M 0.14% 108
2017
Q1 		$161K Buy
4,996
+267
+6% +$8.72K 0.02% 464
2016
Q4 		$149K Hold
4,729
– – 0.02% 462
2016
Q3 		$149K Hold
4,729
– – 0.02% 473
2016
Q2 		$150K Sell
4,729
-600
-11% -$17.9K 0.03% 442
2016
Q1 		$144K Sell
5,329
-976
-15% -$24.6K 0.03% 433
2015
Q4 		$183K Buy
+6,305
New +$194K 0.03% 382

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
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
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ECM
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 $94.2B AUM 21.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AMJ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2019, closing a stake of 218 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in AMJ in Q4 2015 and held it in 14 quarters. The position peaked at $1.16M in Q2 2017. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 218 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.16M 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 Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.