Zacks Investment Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Zacks Investment Management’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 Q1	–	Sell	-44,983	Closed	-$981K	–	614
2019 Q4	$981K	Buy	+44,983	New	+$968K	0.02%	384
2018 Q1	–	Sell	-10,192	Closed	-$280K	–	638
2017 Q4	$280K	Buy	+10,192	New	+$277K	0.01%	491
2016 Q1	–	Sell	-147,293	Closed	-$4.27M	–	699
2015 Q4	$4.27M	Buy	147,293 +134,581	+1,059%	+$4.13M	0.14%	142
2015 Q3	$386K	Sell	12,712 -4,947	-28%	-$178K	0.01%	466
2015 Q2	$699K	Buy	+17,659	New	+$767K	0.02%	373
2015 Q1	–	Sell	-179,721	Closed	-$8.26M	–	727
2014 Q4	$8.26M	Buy	+179,721	New	+$8.79M	0.27%	111
2014 Q1	–	Sell	-8,408	Closed	-$390K	–	793
2013 Q4	$390K	Buy	+8,408	New	+$379K	0.02%	476

Other funds holding AMJ

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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Zacks Investment Management's AMJ Position: Q1 2020 in Review

Zacks Investment Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 44,983 shares — an estimated $981K sold.

Zacks Investment Management first reported a position in AMJ in Q4 2013 and held it in 7 quarters. The position peaked at $8.26M in Q4 2014. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

Zacks Investment Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
Zacks Investment Management sold 44,983 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $981K.
Zacks Investment Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 7 quarters.
Zacks Investment Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $8.26M in Q4 2014.
240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Zacks Investment Management's 13F filing for Q1 2020, filed 15 May 2020.