FCH
AMJ

Freestone Capital Holdings’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-500
Closed -$6.95K – 1192
2020
Q4 		$6.95K Hold
500
– – ﹤0.01% 925
2020
Q3 		$5.39K Buy
+500
New +$6.28K ﹤0.01% 865
2013
Q4 		– Sell
-29,211
Closed -$1.18M – 391
2013
Q3 		$1.18M Buy
+29,211
New +$1.34M 0.21% 94

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Freestone Capital Holdings's AMJ Position: Q1 2021 in Review

Freestone Capital Holdings sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2021, closing a stake of 500 shares — an estimated $6.95K sold.

Freestone Capital Holdings first reported a position in AMJ in Q3 2013 and held it in 3 quarters. The position peaked at $1.18M in Q3 2013. 176 funds tracked by Wall St. Rank hold AMJ as of Q1 2021.

  • Freestone Capital Holdings reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 500 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2021, an estimated $6.95K.
  • Freestone Capital Holdings first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2013 and held it in 3 quarters.
  • Freestone Capital Holdings's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.18M in Q3 2013.
  • 176 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.