ESB
AMJ

Essex Savings Bank’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-3,343
Closed -$84K – 642
2019
Q2 		$84K Buy
3,343
+1,093
+49% +$27.5K 0.03% 370
2019
Q1 		$57K Sell
2,250
-1,600
-42% -$40K 0.03% 278
2018
Q4 		$86K Buy
+3,850
New +$97.4K 0.05% 230

Other funds holding AMJ

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BJL
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Essex Savings Bank's AMJ Position: Q3 2019 in Review

Essex Savings Bank sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2019, closing a stake of 3,343 shares — an estimated $84K sold.

Essex Savings Bank first reported a position in AMJ in Q4 2018 and held it in 3 quarters. The position peaked at $86K in Q4 2018. 267 funds tracked by Wall St. Rank hold AMJ as of Q3 2019.

  • Essex Savings Bank reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 3,343 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2019, an estimated $84K.
  • Essex Savings Bank first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $86K in Q4 2018.
  • 267 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.