SI
AMJ

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

SII 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
2017
Q3 		– Sell
-74,196
Closed -$2.2M – 642
2017
Q2 		$2.2M Buy
74,196
+59,781
+415% +$1.84M 0.14% 138
2017
Q1 		$468K Buy
+14,415
New +$471K 0.03% 349
2016
Q2 		– Sell
-10,287
Closed -$279K – 623
2016
Q1 		$279K Buy
+10,287
New +$259K 0.03% 448

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
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
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

SII Investments's AMJ Position: Q3 2017 in Review

SII Investments sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2017, closing a stake of 74,196 shares — an estimated $2.2M sold.

SII Investments first reported a position in AMJ in Q1 2016 and held it in 3 quarters. The position peaked at $2.2M in Q2 2017. 293 funds tracked by Wall St. Rank hold AMJ as of Q3 2017.

  • SII Investments reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2017 after selling out during the quarter.
  • SII Investments sold 74,196 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2017, an estimated $2.2M.
  • SII Investments first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2016 and held it in 3 quarters.
  • SII Investments's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.2M in Q2 2017.
  • 293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2017.

Based on SII Investments's 13F filing for Q3 2017, filed 13 Nov 2017.