SIA
AMJ

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

SeaBridge Investment Advisors’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
2015
Q1 		– Sell
-2,810
Closed -$129K – 237
2014
Q4 		$129K Hold
2,810
– – 0.03% 154
2014
Q3 		$149K Hold
2,810
– – 0.03% 133
2014
Q2 		$147K Hold
2,810
– – 0.03% 139
2014
Q1 		$131K Hold
2,810
– – 0.03% 139
2013
Q4 		$130K Buy
+2,810
New +$127K 0.03% 147

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SeaBridge Investment Advisors's AMJ Position: Q1 2015 in Review

SeaBridge Investment Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2015, closing a stake of 2,810 shares — an estimated $129K sold.

SeaBridge Investment Advisors first reported a position in AMJ in Q4 2013 and held it in 5 quarters. The position peaked at $149K in Q3 2014. 314 funds tracked by Wall St. Rank hold AMJ as of Q1 2015.

  • SeaBridge Investment Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2015 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 2,810 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2015, an estimated $129K.
  • SeaBridge Investment Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 5 quarters.
  • SeaBridge Investment Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $149K in Q3 2014.
  • 314 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2015.

Based on SeaBridge Investment Advisors's 13F filing for Q1 2015, filed 5 May 2015.