WI
AMJ

WrapManager Inc’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

WrapManager Inc’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
Q2 		– Sell
-17,939
Closed -$431K – 284
2018
Q1 		$431K Buy
+17,939
New +$491K 0.14% 152
2017
Q3 		– Sell
-11,881
Closed -$353K – 248
2017
Q2 		$353K Sell
11,881
-328
-3% -$10.1K 0.12% 171
2017
Q1 		$394K Sell
12,209
-5,470
-31% -$179K 0.15% 147
2016
Q4 		$559K Buy
17,679
+10,498
+146% +$321K 0.22% 104
2016
Q3 		$226K Sell
7,181
-92
-1% -$2.9K 0.09% 201
2016
Q2 		$231K Buy
+7,273
New +$217K 0.1% 190

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
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

WrapManager Inc's AMJ Position: Q2 2018 in Review

WrapManager Inc sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2018, closing a stake of 17,939 shares — an estimated $431K sold.

WrapManager Inc first reported a position in AMJ in Q2 2016 and held it in 6 quarters. The position peaked at $559K in Q4 2016. 291 funds tracked by Wall St. Rank hold AMJ as of Q2 2018.

  • WrapManager Inc reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2018 after selling out during the quarter.
  • WrapManager Inc sold 17,939 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2018, an estimated $431K.
  • WrapManager Inc first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2016 and held it in 6 quarters.
  • WrapManager Inc's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $559K in Q4 2016.
  • 291 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2018.

Based on WrapManager Inc's 13F filing for Q2 2018, filed 3 Aug 2018.