Brown Brothers Harriman & Co’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Brown Brothers Harriman & Co’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
2022 Q4	–	Sell	-2,924	Closed	-$59K	–	1545
2022 Q3	$59K	Buy	+2,924	New	+$61.2K	﹤0.01%	701
2021 Q4	–	Sell	-40	Closed	-$1	–	1228
2021 Q3	$1	Hold	40	–	–	﹤0.01%	1147
2021 Q2	$1	Buy	+40	New	+$745	﹤0.01%	1145
2018 Q2	–	Sell	-1,450	Closed	-$35K	–	888
2018 Q1	$35K	Buy	+1,450	New	+$39.7K	﹤0.01%	513
2017 Q3	–	Sell	-910	Closed	-$27K	–	786
2017 Q2	$27K	Buy	+910	New	+$28K	﹤0.01%	556
2015 Q2	–	Sell	-1,050	Closed	-$45K	–	805
2015 Q1	$45K	Sell	1,050 -4,500	-81%	-$198K	﹤0.01%	506
2014 Q4	$255K	Hold	5,550	–	–	﹤0.01%	327
2014 Q3	$295K	Hold	5,550	–	–	﹤0.01%	314
2014 Q2	$291K	Hold	5,550	–	–	﹤0.01%	317
2014 Q1	$258K	Hold	5,550	–	–	﹤0.01%	308
2013 Q4	$257K	Sell	5,550 -2,800	-34%	-$126K	﹤0.01%	293
2013 Q3	$372K	Buy	8,350 +2,800	+50%	+$129K	﹤0.01%	272
2013 Q2	$259K	Buy	+5,550	New	+$257K	﹤0.01%	354

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Brown Brothers Harriman & Co's AMJ Position: Q4 2022 in Review

Brown Brothers Harriman & Co sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2022, closing a stake of 2,924 shares — an estimated $59K sold.

Brown Brothers Harriman & Co first reported a position in AMJ in Q2 2013 and held it in 13 quarters. The position peaked at $372K in Q3 2013. 182 funds tracked by Wall St. Rank hold AMJ as of Q4 2022.

Brown Brothers Harriman & Co reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2022 after selling out during the quarter.
Brown Brothers Harriman & Co sold 2,924 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2022, an estimated $59K.
Brown Brothers Harriman & Co first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 13 quarters.
Brown Brothers Harriman & Co's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $372K in Q3 2013.
182 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2022.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2022, filed 9 Feb 2023.