JFGLC
AMJ

Johnson Financial Group LLC (Colorado)’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Johnson Financial Group LLC (Colorado)’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
Q3 		– Sell
-9,443
Closed -$280K – 77
2017
Q2 		$280K Buy
9,443
+513
+6% +$15.8K 0.24% 42
2017
Q1 		$288K Sell
8,930
-7,064
-44% -$231K 0.33% 35
2016
Q4 		$506K Buy
+15,994
New +$488K 0.41% 33

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 $2.37B AUM 16.36% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s AMJ Position: Q3 2017 in Review

Johnson Financial Group LLC (Colorado) sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2017, closing a stake of 9,443 shares — an estimated $280K sold.

Johnson Financial Group LLC (Colorado) first reported a position in AMJ in Q4 2016 and held it in 3 quarters. The position peaked at $506K in Q4 2016. 293 funds tracked by Wall St. Rank hold AMJ as of Q3 2017.

  • Johnson Financial Group LLC (Colorado) reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2017 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 9,443 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2017, an estimated $280K.
  • Johnson Financial Group LLC (Colorado) first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2016 and held it in 3 quarters.
  • Johnson Financial Group LLC (Colorado)'s JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $506K in Q4 2016.
  • 293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2017.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q3 2017, filed 9 Nov 2017.