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AMJ

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

NEPC LLC’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
Q1 		– Sell
-16,976
Closed -$370K – 31
2019
Q4 		$370K Buy
+16,976
New +$365K 0.19% 24

Other funds holding AMJ

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CIBC Private Wealth Group
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ECM
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Creative Planning
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

NEPC LLC's AMJ Position: Q1 2020 in Review

NEPC LLC sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 16,976 shares — an estimated $370K sold.

NEPC LLC first reported a position in AMJ in Q4 2019 and held it in 1 quarter. The position peaked at $370K in Q4 2019. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • NEPC LLC reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • NEPC LLC sold 16,976 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $370K.
  • NEPC LLC first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and held it in 1 quarter.
  • NEPC LLC's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $370K in Q4 2019.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on NEPC LLC's 13F filing for Q1 2020, filed 8 Mar 2024.