Neuberger Berman Group
AMJ

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

Neuberger Berman 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
2021
Q1 		– Sell
-13,906
Closed -$193K – 1831
2020
Q4 		$193K Buy
+13,906
New +$181K ﹤0.01% 1634
2020
Q1 		– Sell
-51,206
Closed -$1.12M – 1647
2019
Q4 		$1.12M Buy
+51,206
New +$1.1M ﹤0.01% 1138
2019
Q1 		– Sell
-24,791
Closed -$553K – 1635
2018
Q4 		$553K Buy
+24,791
New +$627K ﹤0.01% 1236
2018
Q1 		– Sell
-566,157
Closed -$15.6M – 1757
2017
Q4 		$15.6M Sell
566,157
-249,333
-31% -$6.77M 0.02% 694
2017
Q3 		$23M Sell
815,490
-7,670
-0.9% -$221K 0.03% 578
2017
Q2 		$24.4M Sell
823,160
-9,232
-1% -$284K 0.03% 559
2017
Q1 		$26.9M Buy
832,392
+76,977
+10% +$2.51M 0.03% 527
2016
Q4 		$23.9M Sell
755,415
-4,410
-0.6% -$135K 0.03% 547
2016
Q3 		$23.9M Sell
759,825
-1,529
-0.2% -$48.1K 0.03% 550
2016
Q2 		$24.2M Sell
761,354
-130,310
-15% -$3.88M 0.03% 538
2016
Q1 		$24.2M Sell
891,664
-145,070
-14% -$3.66M 0.03% 547
2015
Q4 		$30M Buy
1,036,734
+677,220
+188% +$20.8M 0.04% 488
2015
Q3 		$10.9M Buy
359,514
+23,800
+7% +$856K 0.01% 762
2015
Q2 		$13.3M Sell
335,714
-1,899
-0.6% -$82.5K 0.01% 775
2015
Q1 		$14.4M Buy
337,613
+101,022
+43% +$4.46M 0.02% 767
2014
Q4 		$10.9M Sell
236,591
-23,640
-9% -$1.16M 0.01% 807
2014
Q3 		$13.8M Sell
260,231
-7,816
-3% -$410K 0.01% 775
2014
Q2 		$14M Buy
268,047
+24,800
+10% +$1.22M 0.01% 752
2014
Q1 		$11.3M Buy
243,247
+39,900
+20% +$1.84M 0.01% 779
2013
Q4 		$9.43M Sell
203,347
-3,330
-2% -$150K 0.01% 807
2013
Q3 		$9.22M Sell
206,677
-395,960
-66% -$18.2M 0.01% 804
2013
Q2 		$28.1M Buy
+602,637
New +$27.9M 0.03% 516

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Neuberger Berman Group's AMJ Position: Q1 2021 in Review

Neuberger Berman Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2021, closing a stake of 13,906 shares — an estimated $193K sold.

Neuberger Berman Group first reported a position in AMJ in Q2 2013 and held it in 22 quarters. The position peaked at $30M in Q4 2015. 176 funds tracked by Wall St. Rank hold AMJ as of Q1 2021.

  • Neuberger Berman Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2021 after selling out during the quarter.
  • Neuberger Berman Group sold 13,906 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2021, an estimated $193K.
  • Neuberger Berman Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 22 quarters.
  • Neuberger Berman Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $30M in Q4 2015.
  • 176 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2021.

Based on Neuberger Berman Group's 13F filing for Q1 2021, filed 13 May 2021.