FNBT
AMJ

FineMark National Bank & Trust’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

FineMark National Bank & Trust’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
Q2 		– Sell
-24,045
Closed -$777K – 381
2017
Q1 		$777K Sell
24,045
-739
-3% -$24.1K 0.06% 173
2016
Q4 		$783K Sell
24,784
-1,749
-7% -$53.4K 0.06% 167
2016
Q3 		$836K Buy
26,533
+930
+4% +$29.3K 0.09% 159
2016
Q2 		$814K Buy
25,603
+703
+3% +$20.9K 0.09% 167
2016
Q1 		$675K Sell
24,900
-563
-2% -$14.2K 0.08% 169
2015
Q4 		$738K Buy
25,463
+729
+3% +$22.4K 0.09% 162
2015
Q3 		$752K Sell
24,734
-11,937
-33% -$429K 0.1% 161
2015
Q2 		$1.45M Sell
36,671
-3,050
-8% -$132K 0.19% 126
2015
Q1 		$1.7M Buy
39,721
+6
+0% +$265 0.23% 112
2014
Q4 		$1.82M Buy
39,715
+6
+0% +$293 0.27% 102
2014
Q3 		$2.11M Buy
39,709
+4
+0% +$210 0.34% 83
2014
Q2 		$2.08M Sell
39,705
-390
-1% -$19.2K 0.35% 80
2014
Q1 		$1.87M Buy
40,095
+5
+0% +$231 0.35% 72
2013
Q4 		$1.86M Buy
40,090
+5
+0% +$226 0.38% 67
2013
Q3 		$1.79M Buy
40,085
+5
+0% +$230 0.44% 52
2013
Q2 		$1.87M Buy
+40,080
New +$1.86M 0.56% 43

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 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 $10.9B AUM 18.64% 1-Year Est. Return

FineMark National Bank & Trust's AMJ Position: Q2 2017 in Review

FineMark National Bank & Trust sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2017, closing a stake of 24,045 shares — an estimated $777K sold.

FineMark National Bank & Trust first reported a position in AMJ in Q2 2013 and held it in 16 quarters. The position peaked at $2.11M in Q3 2014. 302 funds tracked by Wall St. Rank hold AMJ as of Q2 2017.

  • FineMark National Bank & Trust reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 24,045 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2017, an estimated $777K.
  • FineMark National Bank & Trust first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 16 quarters.
  • FineMark National Bank & Trust's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.11M in Q3 2014.
  • 302 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2017.

Based on FineMark National Bank & Trust's 13F filing for Q2 2017, filed 26 Jul 2017.