SPC
AMJ

Salient Private Client’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Salient Private Client’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
Q3 		$632K Hold
23,005
– – 0.12% 85
2018
Q2 		$611K Sell
23,005
-45,560
-66% -$1.19M 0.1% 100
2018
Q1 		$1.65M Sell
68,565
-6,632
-9% -$182K 0.29% 73
2017
Q4 		$2.07M Buy
+75,197
New +$2.04M 0.42% 56

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Salient Private Client's AMJ Position: Q3 2018 in Review

Salient Private Client held its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) position steady in Q3 2018 at 23,005 shares worth $632K. The position accounts for 0.12% of the portfolio, ranked #85.

Salient Private Client first reported a position in AMJ in Q4 2017 and has held it in 4 quarters since. The position peaked at $2.07M in Q4 2017. 296 funds tracked by Wall St. Rank hold AMJ as of Q3 2018.

  • Salient Private Client held 23,005 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $632K as of Q3 2018.
  • Salient Private Client left its JP Morgan Alerian MLP Index ETN 5/24/24 share count unchanged in Q3 2018.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.12% of Salient Private Client's portfolio in Q3 2018, its #85 holding.
  • Salient Private Client first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and has held it in 4 quarters since.
  • Salient Private Client's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.07M in Q4 2017.
  • 296 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2018.

Based on Salient Private Client's 13F filing for Q3 2018, filed 14 Nov 2018.