ZIC
AMJ

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

ZWJ Investment Counsel’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
Q2 		– Sell
-18,232
Closed -$165K – 196
2020
Q1 		$165K Hold
18,232
– – 0.01% 190
2019
Q4 		$398K Buy
+18,232
New +$392K 0.03% 166

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 $4.53B AUM 21.1% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ZWJ Investment Counsel's AMJ Position: Q2 2020 in Review

ZWJ Investment Counsel sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2020, closing a stake of 18,232 shares — an estimated $165K sold.

ZWJ Investment Counsel first reported a position in AMJ in Q4 2019 and held it in 2 quarters. The position peaked at $398K in Q4 2019. 210 funds tracked by Wall St. Rank hold AMJ as of Q2 2020.

  • ZWJ Investment Counsel reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2020 after selling out during the quarter.
  • ZWJ Investment Counsel sold 18,232 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2020, an estimated $165K.
  • ZWJ Investment Counsel first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and held it in 2 quarters.
  • ZWJ Investment Counsel's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $398K in Q4 2019.
  • 210 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2020.

Based on ZWJ Investment Counsel's 13F filing for Q2 2020, filed 28 Jul 2020.