NEXT Financial Holdings’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$170K	Buy	+6,667	New	+$166K	0.04%	408

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

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

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

ECM

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

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

NEXT Financial Holdings's AMJ Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2019: 6,667 shares worth $170K. The stake represents 0.04% of the portfolio and ranks #408 among its holdings.

293 funds tracked by Wall St. Rank hold AMJ as of Q1 2019.

NEXT Financial Holdings held 6,667 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $170K as of Q1 2019.
JP Morgan Alerian MLP Index ETN 5/24/24 was a new NEXT Financial Holdings position in Q1 2019.
JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #408 holding.
293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.