I
AMJ

IberiaBank’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

IberiaBank’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
Q2 		– Sell
-8,067
Closed -$206K – 271
2019
Q1 		$206K Buy
+8,067
New +$201K 0.02% 234
2016
Q1 		– Sell
-10,500
Closed -$304K – 175
2015
Q4 		$304K Buy
10,500
+1,302
+14% +$40K 0.14% 118
2015
Q3 		$280K Sell
9,198
-6,597
-42% -$237K 0.14% 119
2015
Q2 		$625K Sell
15,795
-7,395
-32% -$321K 0.28% 70
2015
Q1 		$993K Sell
23,190
-21,308
-48% -$940K 0.44% 60
2014
Q4 		$2.04M Buy
44,498
+4,824
+12% +$236K 1.12% 31
2014
Q3 		$2.11M Sell
39,674
-26,925
-40% -$1.41M 1.18% 32
2014
Q2 		$3.49M Sell
66,599
-6,988
-9% -$344K 1.95% 4
2014
Q1 		$3.42M Sell
73,587
-11,197
-13% -$517K 2.11% 3
2013
Q4 		$3.93M Sell
84,784
-4,982
-6% -$225K 2.57% 2
2013
Q3 		$4M Sell
89,766
-3,999
-4% -$184K 2.63% 2
2013
Q2 		$4.37M Buy
+93,765
New +$4.34M 3.3% 3

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 24.68% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IberiaBank's AMJ Position: Q2 2019 in Review

IberiaBank sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2019, closing a stake of 8,067 shares — an estimated $206K sold.

IberiaBank first reported a position in AMJ in Q2 2013 and held it in 12 quarters. The position peaked at $4.37M in Q2 2013. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

  • IberiaBank reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2019 after selling out during the quarter.
  • IberiaBank sold 8,067 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2019, an estimated $206K.
  • IberiaBank first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 12 quarters.
  • IberiaBank's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $4.37M in Q2 2013.
  • 283 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2019.

Based on IberiaBank's 13F filing for Q2 2019, filed 29 Jul 2019.