WEC
AMJ

Winslow Evans & Crocker’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Winslow Evans & Crocker’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 		$25K Sell
1,811
-900
-33% -$11.7K ﹤0.01% 745
2020
Q3 		$29K Buy
2,711
+898
+50% +$11.3K 0.01% 560
2020
Q2 		$24K Buy
1,813
+1,613
+807% +$21.2K 0.01% 579
2020
Q1 		$4K Hold
200
– – ﹤0.01% 960
2019
Q4 		$8K Hold
200
– – ﹤0.01% 900
2019
Q3 		$8K Sell
200
-720
-78% -$17.4K ﹤0.01% 882
2019
Q2 		$26K Sell
920
-6
-0.6% -$151 0.01% 633
2019
Q1 		$26K Buy
926
+470
+103% +$11.7K 0.01% 620
2018
Q4 		$12K Hold
456
– – ﹤0.01% 754
2018
Q3 		$14K Hold
456
– – ﹤0.01% 754
2018
Q2 		$14K Sell
456
-328
-42% -$8.58K ﹤0.01% 752
2018
Q1 		$18.8K Buy
784
+684
+684% +$18.7K 0.01% 661
2017
Q4 		$2.75K Hold
100
– – ﹤0.01% 995
2017
Q3 		$2.82K Sell
100
-4,739
-98% -$136K ﹤0.01% 994
2017
Q2 		$144K Buy
4,839
+163
+3% +$5.01K 0.04% 365
2017
Q1 		$151K Sell
4,676
-218
-4% -$7.12K 0.05% 340
2016
Q4 		$155K Buy
4,894
+598
+14% +$18.3K 0.05% 325
2016
Q3 		$135K Buy
4,296
+10
+0.2% +$315 0.04% 352
2016
Q2 		$136K Buy
4,286
+84
+2% +$2.5K 0.04% 326
2016
Q1 		$114K Sell
4,202
-3,264
-44% -$82.3K 0.03% 342
2015
Q4 		$216K Sell
7,466
-854
-10% -$26.2K 0.06% 282
2015
Q3 		$253K Hold
8,320
– – 0.08% 239
2015
Q2 		$329K Hold
8,320
– – 0.09% 225
2015
Q1 		$356K Sell
8,320
-812
-9% -$35.8K 0.1% 214
2014
Q4 		$420K Sell
9,132
-1,234
-12% -$60.4K 0.12% 176
2014
Q3 		$550K Buy
10,366
+587
+6% +$30.8K 0.16% 155
2014
Q2 		$512K Sell
9,779
-5
-0.1% -$246 0.17% 153
2014
Q1 		$455K Buy
9,784
+32
+0.3% +$1.48K 0.16% 155
2013
Q4 		$452K Buy
+9,752
New +$440K 0.15% 161

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 $4.62B AUM 25.58% 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

Winslow Evans & Crocker's AMJ Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 33% in Q4 2020, selling an estimated $11.7K and leaving 1,811 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Winslow Evans & Crocker first reported a position in AMJ in Q4 2013 and has held it in 29 quarters since. The position peaked at $550K in Q3 2014. 185 funds tracked by Wall St. Rank hold AMJ as of Q4 2020.

  • Winslow Evans & Crocker held 1,811 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $25K as of Q4 2020.
  • Winslow Evans & Crocker sold 900 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2020, an estimated $11.7K.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #745 holding.
  • Winslow Evans & Crocker first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $550K in Q3 2014.
  • 185 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.