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

Regions Financial Corp’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 Q2	–	Sell	-5,058	Closed	-$129K	–	1790
2019 Q1	$129K	Buy	5,058 +145	+3%	+$3.62K	﹤0.01%	911
2018 Q4	$110K	Buy	4,913 +200	+4%	+$5.06K	﹤0.01%	933
2018 Q3	$129K	Buy	4,713 +206	+5%	+$5.75K	﹤0.01%	954
2018 Q2	$120K	Sell	4,507 -200	-4%	-$5.23K	﹤0.01%	971
2018 Q1	$113K	Sell	4,707 -200	-4%	-$5.48K	﹤0.01%	1004
2017 Q4	$135K	Buy	+4,907	New	+$133K	﹤0.01%	962
2015 Q4	–	Sell	-6,743	Closed	-$205K	–	937
2015 Q3	$205K	Sell	6,743 -16,665	-71%	-$599K	﹤0.01%	864
2015 Q2	$927K	Sell	23,408 -2,372	-9%	-$103K	0.01%	529
2015 Q1	$1.1M	Sell	25,780 -34,381	-57%	-$1.52M	0.01%	488
2014 Q4	$2.76M	Sell	60,161 -3,443	-5%	-$168K	0.04%	244
2014 Q3	$3.38M	Sell	63,604 -9,535	-13%	-$500K	0.04%	235
2014 Q2	$3.83M	Sell	73,139 -4,396	-6%	-$217K	0.05%	227
2014 Q1	$3.61M	Sell	77,535 -8,142	-10%	-$376K	0.05%	230
2013 Q4	$3.97M	Sell	85,677 -55,920	-39%	-$2.52M	0.05%	214
2013 Q3	$6.32M	Sell	141,597 -44,013	-24%	-$2.02M	0.08%	163
2013 Q2	$8.66M	Buy	+185,610	New	+$8.6M	0.12%	133

Other funds holding AMJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

ECM

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Regions Financial Corp's AMJ Position: Q2 2019 in Review

Regions Financial Corp sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2019, closing a stake of 5,058 shares — an estimated $129K sold.

Regions Financial Corp first reported a position in AMJ in Q2 2013 and held it in 16 quarters. The position peaked at $8.66M in Q2 2013. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

Regions Financial Corp reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2019 after selling out during the quarter.
Regions Financial Corp sold 5,058 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2019, an estimated $129K.
Regions Financial Corp first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 16 quarters.
Regions Financial Corp's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $8.66M in Q2 2013.
283 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2019.

Based on Regions Financial Corp's 13F filing for Q2 2019, filed 19 Jul 2019.