Laird Norton Wetherby Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Laird Norton Wetherby Wealth Management’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
2020 Q2	–	Sell	-221,094	Closed	-$2M	–	758
2020 Q1	$2M	Buy	221,094 +986	+0.4%	+$17.2K	0.22%	94
2019 Q4	$4.8M	Sell	220,108 -10,409	-5%	-$224K	0.47%	39
2019 Q3	$5.36M	Sell	230,517 -1,015	-0.4%	-$24.5K	0.56%	26
2019 Q2	$5.81M	Buy	231,532 +45,548	+24%	+$1.15M	0.64%	24
2019 Q1	$4.74M	Sell	185,984 -21,868	-11%	-$546K	0.59%	28
2018 Q4	$4.64M	Buy	207,852 +36,198	+21%	+$916K	0.66%	26
2018 Q3	$4.71M	Sell	171,654 -29,478	-15%	-$823K	0.58%	26
2018 Q2	$5.35M	Sell	201,132 -26,348	-12%	-$690K	0.72%	21
2018 Q1	$5.46M	Sell	227,480 -49,434	-18%	-$1.35M	0.75%	18
2017 Q4	$7.61M	Buy	276,914 +128,867	+87%	+$3.5M	1.06%	13
2017 Q3	$4.18M	Buy	+148,047	New	+$4.26M	0.62%	26

Other funds holding AMJ

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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AMJ Position: Q2 2020 in Review

Laird Norton Wetherby Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2020, closing a stake of 221,094 shares — an estimated $2M sold.

Laird Norton Wetherby Wealth Management first reported a position in AMJ in Q3 2017 and held it in 11 quarters. The position peaked at $7.61M in Q4 2017. 210 funds tracked by Wall St. Rank hold AMJ as of Q2 2020.

Laird Norton Wetherby Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2020 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 221,094 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2020, an estimated $2M.
Laird Norton Wetherby Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2017 and held it in 11 quarters.
Laird Norton Wetherby Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $7.61M in Q4 2017.
210 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.