WA
AMJ

Wilshire Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Wilshire Advisors’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
2020
Q4 		– Sell
-126,907
Closed -$1.37M – 25
2020
Q3 		$1.37M Sell
126,907
-63,373
-33% -$796K 1.39% 21
2020
Q2 		$2.51M Sell
190,280
-89,050
-32% -$1.17M 2.64% 17
2020
Q1 		$2.52M Buy
279,330
+83,840
+43% +$1.46M 2.75% 15
2019
Q4 		$4.26M Buy
195,490
+12,150
+7% +$261K 3.78% 13
2019
Q3 		$4.27M Sell
183,340
-2,950
-2% -$71.2K 3.8% 11
2019
Q2 		$4.68M Buy
186,290
+70,060
+60% +$1.76M 4.14% 10
2019
Q1 		$2.96M Buy
116,230
+7,920
+7% +$198K 2.78% 14
2018
Q4 		$2.42M Buy
108,310
+5,145
+5% +$130K 2.55% 14
2018
Q3 		$2.83M Sell
103,165
-15,590
-13% -$435K 2.68% 14
2018
Q2 		$3.16M Buy
118,755
+41,430
+54% +$1.08M 2.98% 14
2018
Q1 		$1.86M Sell
77,325
-7,900
-9% -$216K 1.73% 18
2017
Q4 		$2.34M Buy
85,225
+7,920
+10% +$215K 2.18% 15
2017
Q3 		$2.18M Sell
77,305
-36,410
-32% -$1.05M 1.93% 18
2017
Q2 		$3.38M Hold
113,715
– – 2.93% 13
2017
Q1 		$3.67M Sell
113,715
-13,895
-11% -$454K 2.9% 11
2016
Q4 		$4.05M Buy
127,610
+30,370
+31% +$927K 3.21% 11
2016
Q3 		$3.06M Sell
97,240
-6,260
-6% -$197K 2.65% 13
2016
Q2 		$3.29M Hold
103,500
– – 2.88% 11
2016
Q1 		$2.8M Hold
103,500
– – 1.43% 14
2015
Q4 		$3M Buy
+103,500
New +$3.18M 1.69% 12

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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 $2.33B AUM 20.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wilshire Advisors's AMJ Position: Q4 2020 in Review

Wilshire Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2020, closing a stake of 126,907 shares — an estimated $1.37M sold.

Wilshire Advisors first reported a position in AMJ in Q4 2015 and held it in 20 quarters. The position peaked at $4.68M in Q2 2019. 185 funds tracked by Wall St. Rank hold AMJ as of Q4 2020.

  • Wilshire Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2020 after selling out during the quarter.
  • Wilshire Advisors sold 126,907 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2020, an estimated $1.37M.
  • Wilshire Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 20 quarters.
  • Wilshire Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $4.68M in Q2 2019.
  • 185 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2020.

Based on Wilshire Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.