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Well Done LLC’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Well Done LLC’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
Q1 		– Sell
-11,376
Closed -$158K – 174
2020
Q4 		$158K Sell
11,376
-248
-2% -$3.23K 0.04% 155
2020
Q3 		$125K Sell
11,624
-1,686
-13% -$21.2K 0.04% 133
2020
Q2 		$176K Buy
13,310
+1,486
+13% +$19.6K 0.05% 145
2020
Q1 		$107K Sell
11,824
-10,442
-47% -$182K 0.03% 131
2019
Q4 		$486K Buy
22,266
+7,317
+49% +$157K 0.11% 96
2019
Q3 		$348K Sell
14,949
-383
-2% -$9.25K 0.09% 107
2019
Q2 		$385K Sell
15,332
-2,545
-14% -$64.1K 0.09% 101
2019
Q1 		$456K Buy
17,877
+16
+0.1% +$400 0.11% 95
2018
Q4 		$399K Sell
17,861
-586
-3% -$14.8K 0.11% 93
2018
Q3 		$507K Sell
18,447
-1,932
-9% -$53.9K 0.14% 86
2018
Q2 		$541K Buy
20,379
+819
+4% +$21.4K 0.16% 76
2018
Q1 		$469K Buy
19,560
+2,145
+12% +$58.8K 0.15% 70
2017
Q4 		$479K Buy
17,415
+6,611
+61% +$179K 0.16% 72
2017
Q3 		$305K Buy
10,804
+3,687
+52% +$106K 0.09% 109
2017
Q2 		$211K Buy
7,117
+46
+0.7% +$1.41K 0.07% 99
2017
Q1 		$228K Buy
+7,071
New +$231K 0.08% 96

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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Well Done LLC's AMJ Position: Q1 2021 in Review

Well Done LLC sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2021, closing a stake of 11,376 shares — an estimated $158K sold.

Well Done LLC first reported a position in AMJ in Q1 2017 and held it in 16 quarters. The position peaked at $541K in Q2 2018. 176 funds tracked by Wall St. Rank hold AMJ as of Q1 2021.

  • Well Done LLC reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2021 after selling out during the quarter.
  • Well Done LLC sold 11,376 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2021, an estimated $158K.
  • Well Done LLC first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2017 and held it in 16 quarters.
  • Well Done LLC's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $541K in Q2 2018.
  • 176 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2021.

Based on Well Done LLC's 13F filing for Q1 2021, filed 29 Apr 2021.