BC
AMJ

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

Burleson & 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
2018
Q3 		– Sell
-34,330
Closed -$912K – 117
2018
Q2 		$912K Sell
34,330
-91,201
-73% -$2.39M 0.53% 55
2018
Q1 		$3.01M Sell
125,531
-106,719
-46% -$2.92M 1.97% 9
2017
Q4 		$6.38M Buy
+232,250
New +$6.3M 4.11% 6

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Burleson & Co's AMJ Position: Q3 2018 in Review

Burleson & Co sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2018, closing a stake of 34,330 shares — an estimated $912K sold.

Burleson & Co first reported a position in AMJ in Q4 2017 and held it in 3 quarters. The position peaked at $6.38M in Q4 2017. 296 funds tracked by Wall St. Rank hold AMJ as of Q3 2018.

  • Burleson & Co reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2018 after selling out during the quarter.
  • Burleson & Co sold 34,330 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2018, an estimated $912K.
  • Burleson & Co first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 3 quarters.
  • Burleson & Co's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $6.38M in Q4 2017.
  • 296 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2018.

Based on Burleson & Co's 13F filing for Q3 2018, filed 6 Dec 2018.