EWM
AMJ

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

Evercore Wealth 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
2017
Q3 		– Sell
-500
Closed -$15K – 960
2017
Q2 		$15K Buy
+500
New +$15.4K ﹤0.01% 763
2016
Q3 		– Sell
-2,000
Closed -$64K – 1066
2016
Q2 		$64K Sell
2,000
-3,895
-66% -$116K ﹤0.01% 533
2016
Q1 		$160K Sell
5,895
-510
-8% -$12.9K 0.01% 394
2015
Q4 		$186K Buy
6,405
+4,405
+220% +$135K 0.01% 379
2015
Q3 		$61K Sell
2,000
-7,701
-79% -$277K ﹤0.01% 556
2015
Q2 		$384K Buy
9,701
+4,147
+75% +$180K 0.02% 309
2015
Q1 		$237K Buy
+5,554
New +$245K 0.01% 386
2014
Q4 		– Sell
-33,535
Closed -$1.78M – 1012
2014
Q3 		$1.78M Buy
33,535
+9,989
+42% +$523K 0.09% 145
2014
Q2 		$1.23M Sell
23,546
-1,874
-7% -$92.3K 0.06% 169
2014
Q1 		$1.18M Buy
25,420
+3,270
+15% +$151K 0.07% 168
2013
Q4 		$1.03M Buy
22,150
+19,254
+665% +$869K 0.06% 189
2013
Q3 		$129K Sell
2,896
-50
-2% -$2.3K 0.01% 450
2013
Q2 		$137K Buy
+2,946
New +$136K 0.01% 445

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Evercore Wealth Management's AMJ Position: Q3 2017 in Review

Evercore Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2017, closing a stake of 500 shares — an estimated $15K sold.

Evercore Wealth Management first reported a position in AMJ in Q2 2013 and held it in 13 quarters. The position peaked at $1.78M in Q3 2014. 293 funds tracked by Wall St. Rank hold AMJ as of Q3 2017.

  • Evercore Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 500 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2017, an estimated $15K.
  • Evercore Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 13 quarters.
  • Evercore Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.78M in Q3 2014.
  • 293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.