EFSCE
AMJ

Enterprise Financial Services Corp (EFSC)’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
Q1 		– Sell
-75
Closed -$2K – 1371
2019
Q4 		$2K Hold
75
– – ﹤0.01% 1033
2019
Q3 		$2K Hold
75
– – ﹤0.01% 1024
2019
Q2 		$2K Hold
75
– – ﹤0.01% 1069
2019
Q1 		$2K Hold
75
– – ﹤0.01% 1078
2018
Q4 		$2K Hold
75
– – ﹤0.01% 856
2018
Q3 		$2K Sell
75
-1,630
-96% -$45.5K ﹤0.01% 953
2018
Q2 		$45K Hold
1,705
– – 0.02% 309
2018
Q1 		$41K Hold
1,705
– – 0.02% 322
2017
Q4 		$47K Buy
1,705
+75
+5% +$2.04K 0.02% 298
2017
Q3 		$46K Hold
1,630
– – 0.02% 302
2017
Q2 		$48K Hold
1,630
– – 0.02% 297
2017
Q1 		$53K Hold
1,630
– – 0.03% 281
2016
Q4 		$52K Hold
1,630
– – 0.03% 273
2016
Q3 		$51K Hold
1,630
– – 0.03% 260
2016
Q2 		$52K Hold
1,630
– – 0.03% 250
2016
Q1 		$44K Hold
1,630
– – 0.03% 272
2015
Q4 		$47K Sell
1,630
-440
-21% -$13.5K 0.03% 261
2015
Q3 		$63K Hold
2,070
– – 0.04% 205
2015
Q2 		$82K Hold
2,070
– – 0.05% 190
2015
Q1 		$89K Hold
2,070
– – 0.05% 191
2014
Q4 		$95K Hold
2,070
– – 0.06% 178
2014
Q3 		$110K Hold
2,070
– – 0.07% 165
2014
Q2 		$108K Hold
2,070
– – 0.06% 165
2014
Q1 		$96K Hold
2,070
– – 0.06% 169
2013
Q4 		$96K Hold
2,070
– – 0.06% 173
2013
Q3 		$92K Buy
+2,070
New +$95.2K 0.06% 167

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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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 $171B AUM 24.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s AMJ Position: Q1 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 75 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in AMJ in Q3 2013 and held it in 26 quarters. The position peaked at $110K in Q3 2014. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Enterprise Financial Services Corp (EFSC) reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 75 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $2K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2013 and held it in 26 quarters.
  • Enterprise Financial Services Corp (EFSC)'s JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $110K in Q3 2014.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2020, filed 15 May 2020.