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

First Interstate 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 Q4	–	Sell	-1,290	Closed	-$30K	–	616
2019 Q3	$30K	Hold	1,290	–	–	0.01%	365
2019 Q2	$32K	Hold	1,290	–	–	0.01%	398
2019 Q1	$33K	Hold	1,290	–	–	0.01%	400
2018 Q4	$29K	Hold	1,290	–	–	0.01%	394
2018 Q3	$35K	Hold	1,290	–	–	0.01%	397
2018 Q2	$34K	Hold	1,290	–	–	0.01%	394
2018 Q1	$31K	Hold	1,290	–	–	0.01%	416
2017 Q4	$35K	Hold	1,290	–	–	0.01%	407
2017 Q3	$36K	Buy	+1,290	New	+$37.1K	0.01%	384
2017 Q2	–	Sell	-300	Closed	-$10K	–	711
2017 Q1	$10K	Hold	300	–	–	﹤0.01%	552
2016 Q4	$9K	Hold	300	–	–	﹤0.01%	583
2016 Q3	$9K	Hold	300	–	–	﹤0.01%	583
2016 Q2	$10K	Hold	300	–	–	﹤0.01%	560
2016 Q1	$8K	Hold	300	–	–	﹤0.01%	592
2015 Q4	$9K	Hold	300	–	–	﹤0.01%	607
2015 Q3	$9K	Buy	+300	New	+$10.8K	﹤0.01%	619

Other funds holding AMJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Interstate Bank's AMJ Position: Q4 2019 in Review

First Interstate Bank sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2019, closing a stake of 1,290 shares — an estimated $30K sold.

First Interstate Bank first reported a position in AMJ in Q3 2015 and held it in 16 quarters. The position peaked at $36K in Q3 2017. 278 funds tracked by Wall St. Rank hold AMJ as of Q4 2019.

First Interstate Bank reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2019 after selling out during the quarter.
First Interstate Bank sold 1,290 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2019, an estimated $30K.
First Interstate Bank first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2015 and held it in 16 quarters.
First Interstate Bank's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $36K in Q3 2017.
278 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2019.

Based on First Interstate Bank's 13F filing for Q4 2019, filed 6 Feb 2020.