WMSA
AMJ

Weiss Multi-Strategy Advisers’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Weiss Multi-Strategy Advisers’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
Q3 		– Sell
-150,000
Closed -$3.77M – 723
2019
Q2 		$3.77M Buy
+150,000
New +$3.78M 0.1% 202
2019
Q1 		– Sell
-275,000
Closed -$6.14M – 636
2018
Q4 		$6.14M Buy
+275,000
New +$6.96M 0.26% 109
2014
Q4 		– Sell
-300,000
Closed -$15.9M – 556
2014
Q3 		$15.9M Buy
+300,000
New +$15.7M 0.39% 58

Other funds holding AMJ

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BJL
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return