Northwestern Mutual Wealth Management
AMJ

Northwestern Mutual Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Northwestern Mutual 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
2024
Q2 		– Sell
-752
Closed -$21.4K – 3886
2024
Q1 		$21.4K Sell
752
-127
-14% -$3.41K ﹤0.01% 2392
2023
Q4 		$22.3K Sell
879
-208
-19% -$5.22K ﹤0.01% 2362
2023
Q3 		$26.8K Sell
1,087
-275
-20% -$6.58K ﹤0.01% 2207
2023
Q2 		$31.2K Buy
1,362
+1,027
+307% +$23.1K ﹤0.01% 2155
2023
Q1 		$7.43K Buy
+335
New +$7.56K ﹤0.01% 2612
2020
Q4 		– Sell
-3,183
Closed -$35K – 2924
2020
Q3 		$35K Buy
3,183
+3,162
+15,057% +$39.7K ﹤0.01% 1618
2020
Q2 		$0 Buy
+21
New +$277 ﹤0.01% 2740
2019
Q2 		– Sell
-2,130
Closed -$54K – 2750
2019
Q1 		$54K Hold
2,130
– – ﹤0.01% 1326
2018
Q4 		$48K Sell
2,130
-3,841
-64% -$97.1K ﹤0.01% 1271
2018
Q3 		$164K Buy
5,971
+2,991
+100% +$83.5K ﹤0.01% 863
2018
Q2 		$79K Buy
2,980
+850
+40% +$22.2K ﹤0.01% 1077
2018
Q1 		$51K Sell
2,130
-469
-18% -$12.8K ﹤0.01% 1192
2017
Q4 		$71K Sell
2,599
-4,031
-61% -$109K ﹤0.01% 1036
2017
Q3 		$187K Buy
6,630
+1,479
+29% +$42.5K ﹤0.01% 705
2017
Q2 		$153K Buy
5,151
+3,021
+142% +$92.8K ﹤0.01% 745
2017
Q1 		$69K Sell
2,130
-230
-10% -$7.51K ﹤0.01% 940
2016
Q4 		$75K Buy
+2,360
New +$72.1K ﹤0.01% 907
2016
Q3 		– Sell
-2,458
Closed -$78K – 1621
2016
Q2 		$78K Buy
2,458
+328
+15% +$9.77K ﹤0.01% 804
2016
Q1 		$58K Buy
2,130
+1,420
+200% +$35.8K ﹤0.01% 851
2015
Q4 		$21K Sell
710
-902
-56% -$27.7K ﹤0.01% 997
2015
Q3 		$49K Sell
1,612
-838
-34% -$30.1K ﹤0.01% 714
2015
Q2 		$97K Buy
2,450
+1,559
+175% +$67.7K ﹤0.01% 555
2015
Q1 		$38K Buy
891
+690
+343% +$30.4K ﹤0.01% 715
2014
Q4 		$9K Buy
201
+125
+164% +$6.11K ﹤0.01% 1117
2014
Q3 		$5K Buy
+76
New +$3.98K ﹤0.01% 1041
2014
Q1 		– Sell
-1,293
Closed -$60K – 1487
2013
Q4 		$60K Sell
1,293
-2,475
-66% -$112K ﹤0.01% 568
2013
Q3 		$168K Buy
3,768
+2,138
+131% +$98.3K 0.01% 386
2013
Q2 		$76K Buy
+1,630
New +$75.5K ﹤0.01% 486

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Northwestern Mutual Wealth Management's AMJ Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 752 shares — an estimated $21.4K sold.

Northwestern Mutual Wealth Management first reported a position in AMJ in Q2 2013 and held it in 28 quarters. The position peaked at $187K in Q3 2017. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 752 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $21.4K.
  • Northwestern Mutual Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 28 quarters.
  • Northwestern Mutual Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $187K in Q3 2017.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.