SEI Investments
AMJ

SEI Investments’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

SEI Investments’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
-5,593
Closed -$143K – 2836
2019
Q1 		$143K Buy
5,593
+1,361
+32% +$34K ﹤0.01% 2396
2018
Q4 		$93K Sell
4,232
-2,036
-32% -$51.5K ﹤0.01% 2216
2018
Q3 		$174K Sell
6,268
-5,649
-47% -$158K ﹤0.01% 1960
2018
Q2 		$317K Buy
11,917
+720
+6% +$18.8K ﹤0.01% 1918
2018
Q1 		$269K Sell
11,197
-4,223
-27% -$116K ﹤0.01% 1787
2017
Q4 		$424K Buy
15,420
+1,513
+11% +$41.1K ﹤0.01% 1715
2017
Q3 		$392K Sell
13,907
-1,537
-10% -$44.2K ﹤0.01% 1701
2017
Q2 		$459K Sell
15,444
-809
-5% -$24.9K ﹤0.01% 1654
2017
Q1 		$525K Sell
16,253
-1,894
-10% -$61.9K ﹤0.01% 1569
2016
Q4 		$574K Sell
18,147
-376
-2% -$11.5K ﹤0.01% 1537
2016
Q3 		$583K Buy
18,523
+2,213
+14% +$69.6K ﹤0.01% 1418
2016
Q2 		$519K Buy
16,310
+6,402
+65% +$191K ﹤0.01% 1349
2016
Q1 		$268K Buy
9,908
+324
+3% +$8.17K ﹤0.01% 1450
2015
Q4 		$278K Buy
9,584
+9,138
+2,049% +$280K ﹤0.01% 1477
2015
Q3 		$14K Buy
446
+53
+13% +$1.91K ﹤0.01% 2131
2015
Q2 		$16K Sell
393
-2
-0.5% -$87 ﹤0.01% 1843
2015
Q1 		$17K Buy
+395
New +$17.4K ﹤0.01% 1837

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SEI Investments's AMJ Position: Q2 2019 in Review

SEI Investments sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2019, closing a stake of 5,593 shares — an estimated $143K sold.

SEI Investments first reported a position in AMJ in Q1 2015 and held it in 17 quarters. The position peaked at $583K in Q3 2016. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

  • SEI Investments reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2019 after selling out during the quarter.
  • SEI Investments sold 5,593 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2019, an estimated $143K.
  • SEI Investments first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2015 and held it in 17 quarters.
  • SEI Investments's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $583K in Q3 2016.
  • 283 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2019.

Based on SEI Investments's 13F filing for Q2 2019, filed 14 Aug 2019.