SFG
AMJ

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

SevenBridge Financial Group’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
2016
Q3 		– Sell
-600
Closed -$19K – 685
2016
Q2 		$19K Buy
+600
New +$17.9K 0.01% 422

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

SevenBridge Financial Group's AMJ Position: Q3 2016 in Review

SevenBridge Financial Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2016, closing a stake of 600 shares — an estimated $19K sold.

SevenBridge Financial Group first reported a position in AMJ in Q2 2016 and held it in 1 quarter. The position peaked at $19K in Q2 2016. 289 funds tracked by Wall St. Rank hold AMJ as of Q3 2016.

  • SevenBridge Financial Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2016 after selling out during the quarter.
  • SevenBridge Financial Group sold 600 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2016, an estimated $19K.
  • SevenBridge Financial Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2016 and held it in 1 quarter.
  • SevenBridge Financial Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $19K in Q2 2016.
  • 289 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2016.

Based on SevenBridge Financial Group's 13F filing for Q3 2016, filed 28 Nov 2016.