JG
AMJ

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

Jefferies Group’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
Q1 		– Sell
-752,000
Closed -$23.8M – 2720
2016
Q4 		$23.8M Buy
+752,000
New +$23M 0.13% 127
2016
Q2 		– Sell
-400,700
Closed -$10.9M – 2507
2016
Q1 		$10.9M Buy
+400,700
New +$10.1M 0.06% 239

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Jefferies Group's AMJ Position: Q4 2018 in Review

Jefferies Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 32,500 shares — an estimated $822K sold.

Jefferies Group first reported a position in AMJ in Q2 2013 and held it in 10 quarters. The position peaked at $13.4M in Q4 2015. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

  • Jefferies Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
  • Jefferies Group sold 32,500 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $822K.
  • Jefferies Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 10 quarters.
  • Jefferies Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $13.4M in Q4 2015.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Jefferies Group's 13F filing for Q4 2018, filed 14 Feb 2019.