Simmons Bank’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Simmons Bank’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	-7,946	Closed	-$203K	–	381
2019 Q1	$203K	Buy	+7,946	New	+$198K	0.02%	367
2018 Q4	–	Sell	-13,647	Closed	-$374K	–	367
2018 Q3	$374K	Sell	13,647 -650	-5%	-$18.1K	0.04%	289
2018 Q2	$380K	Sell	14,297 -438	-3%	-$11.5K	0.03%	275
2018 Q1	$354K	Sell	14,735 -24,197	-62%	-$663K	0.03%	276
2017 Q4	$1.07M	Buy	38,932 +4,124	+12%	+$112K	0.11%	147
2017 Q3	$982K	Buy	34,808 +2,142	+7%	+$61.6K	0.1%	160
2017 Q2	$970K	Buy	32,666 +22,384	+218%	+$688K	0.11%	153
2017 Q1	$332K	Buy	+10,282	New	+$336K	0.04%	243

Other funds holding AMJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Simmons Bank's AMJ Position: Q2 2019 in Review

Simmons Bank sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2019, closing a stake of 7,946 shares — an estimated $203K sold.

Simmons Bank first reported a position in AMJ in Q1 2017 and held it in 8 quarters. The position peaked at $1.07M in Q4 2017. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

Simmons Bank reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2019 after selling out during the quarter.
Simmons Bank sold 7,946 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2019, an estimated $203K.
Simmons Bank first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2017 and held it in 8 quarters.
Simmons Bank's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.07M in Q4 2017.
283 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2019.

Based on Simmons Bank's 13F filing for Q2 2019, filed 13 Aug 2019.