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

Rothschild Investment 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
2018 Q1	–	Sell	-33,200	Closed	-$912K	–	414
2017 Q4	$912K	Sell	33,200 -2,100	-6%	-$57K	0.1%	203
2017 Q3	$996K	Buy	35,300 +1,050	+3%	+$30.2K	0.11%	198
2017 Q2	$1.02M	Buy	34,250 +2,650	+8%	+$81.4K	0.12%	203
2017 Q1	$1.02M	Buy	31,600 +1,650	+6%	+$53.9K	0.12%	195
2016 Q4	$947K	Buy	29,950 +4,250	+17%	+$130K	0.11%	193
2016 Q3	$810K	Buy	25,700 +3,650	+17%	+$115K	0.1%	198
2016 Q2	$701K	Buy	22,050 +4,550	+26%	+$136K	0.09%	212
2016 Q1	$474K	Buy	17,500 +8,450	+93%	+$213K	0.06%	266
2015 Q4	$262K	Buy	+9,050	New	+$278K	0.03%	380

Other funds holding AMJ

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

BJL

Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Rothschild Investment LLC's AMJ Position: Q1 2018 in Review

Rothschild Investment LLC sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2018, closing a stake of 33,200 shares — an estimated $912K sold.

Rothschild Investment LLC first reported a position in AMJ in Q4 2015 and held it in 9 quarters. The position peaked at $1.02M in Q1 2017. 292 funds tracked by Wall St. Rank hold AMJ as of Q1 2018.

Rothschild Investment LLC reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2018 after selling out during the quarter.
Rothschild Investment LLC sold 33,200 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2018, an estimated $912K.
Rothschild Investment LLC first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 9 quarters.
Rothschild Investment LLC's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.02M in Q1 2017.
292 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2018.

Based on Rothschild Investment LLC's 13F filing for Q1 2018, filed 27 Apr 2018.