WPP
AMJ

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

Whalerock Point 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
2018
Q4 		– Sell
-12,338
Closed -$339K – 113
2018
Q3 		$339K Hold
12,338
– – 0.25% 85
2018
Q2 		$328K Sell
12,338
-1,755
-12% -$45.9K 0.26% 81
2018
Q1 		$338K Sell
14,093
-610
-4% -$16.7K 0.11% 141
2017
Q4 		$404K Sell
14,703
-7,791
-35% -$211K 0.13% 118
2017
Q3 		$635K Sell
22,494
-1,800
-7% -$51.8K 0.22% 78
2017
Q2 		$722K Sell
24,294
-4,225
-15% -$130K 0.27% 69
2017
Q1 		$921K Sell
28,519
-450
-2% -$14.7K 0.34% 58
2016
Q4 		$916K Sell
28,969
-65
-0.2% -$1.99K 0.36% 54
2016
Q3 		$914K Buy
+29,034
New +$913K 0.38% 52
2016
Q1 		$702K Sell
25,939
-420
-2% -$10.6K 0.3% 60
2015
Q4 		$763K Sell
26,359
-4,556
-15% -$140K 0.33% 58
2015
Q3 		$939K Buy
30,915
+578
+2% +$20.8K 0.4% 51
2015
Q2 		$1.2M Sell
30,337
-10
-0% -$434 0.5% 42
2015
Q1 		$1.3M Buy
30,347
+7,942
+35% +$350K 0.53% 39
2014
Q4 		$1.03M Sell
22,405
-10,047
-31% -$491K 0.43% 43
2014
Q3 		$1.72M Buy
32,452
+8,462
+35% +$443K 0.78% 30
2014
Q2 		$1.26M Buy
23,990
+5,320
+28% +$262K 0.6% 34
2014
Q1 		$868K Buy
18,670
+282
+2% +$13K 0.44% 41
2013
Q4 		$852K Buy
+18,388
New +$830K 0.45% 40

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Whalerock Point Partners's AMJ Position: Q4 2018 in Review

Whalerock Point Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 12,338 shares — an estimated $339K sold.

Whalerock Point Partners first reported a position in AMJ in Q4 2013 and held it in 19 quarters. The position peaked at $1.72M in Q3 2014. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

  • Whalerock Point Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
  • Whalerock Point Partners sold 12,338 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $339K.
  • Whalerock Point Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 19 quarters.
  • Whalerock Point Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.72M in Q3 2014.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Whalerock Point Partners's 13F filing for Q4 2018, filed 4 Mar 2019.