CAM
AMJ

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

Cresset 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
2020
Q4 		– Sell
-55,946
Closed -$603K – 821
2020
Q3 		$603K Sell
55,946
-28,915
-34% -$363K 0.01% 344
2020
Q2 		$1.12M Buy
+84,861
New +$1.12M 0.02% 199
2019
Q2 		– Sell
-12,120
Closed -$309K – 1811
2019
Q1 		$309K Buy
+12,120
New +$303K 0.01% 266

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 $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cresset Asset Management's AMJ Position: Q4 2020 in Review

Cresset Asset Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2020, closing a stake of 55,946 shares — an estimated $603K sold.

Cresset Asset Management first reported a position in AMJ in Q1 2019 and held it in 3 quarters. The position peaked at $1.12M in Q2 2020. 185 funds tracked by Wall St. Rank hold AMJ as of Q4 2020.

  • Cresset Asset Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2020 after selling out during the quarter.
  • Cresset Asset Management sold 55,946 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2020, an estimated $603K.
  • Cresset Asset Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2019 and held it in 3 quarters.
  • Cresset Asset Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.12M in Q2 2020.
  • 185 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2020.

Based on Cresset Asset Management's 13F filing for Q4 2020, filed 11 Feb 2021.