Balyasny Asset Management
AMJ

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

Balyasny Asset 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
2016
Q2 		– Sell
-400,000
Closed -$10.8M – 1507
2016
Q1 		$10.8M Buy
+400,000
New +$10.1M 0.06% 377
2015
Q4 		– Sell
-118,100
Closed -$3.59M – 1496
2015
Q3 		$3.59M Sell
118,100
-881,900
-88% -$31.7M 0.03% 573
2015
Q2 		$39.6M Buy
+1,000,000
New +$43.4M 0.24% 103

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Balyasny Asset Management's AMJ Position: Q1 2018 in Review

Balyasny Asset Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2018, closing a stake of 1,499,780 shares — an estimated $41.2M sold.

Balyasny Asset Management first reported a position in AMJ in Q3 2015 and held it in 5 quarters. The position peaked at $41.2M in Q4 2017. 292 funds tracked by Wall St. Rank hold AMJ as of Q1 2018.

  • Balyasny Asset Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2018 after selling out during the quarter.
  • Balyasny Asset Management sold 1,499,780 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2018, an estimated $41.2M.
  • Balyasny Asset Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2015 and held it in 5 quarters.
  • Balyasny Asset Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $41.2M in Q4 2017.
  • 292 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2018.

Based on Balyasny Asset Management's 13F filing for Q1 2018, filed 15 May 2018.