SPWA
AMJ

SteelBridge Private Wealth Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

SteelBridge Private Wealth 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
2017
Q2 		– Sell
-14,212
Closed -$459K – 70
2017
Q1 		$459K Buy
14,212
+6,329
+80% +$207K 0.7% 33
2016
Q4 		$261K Buy
+7,883
New +$241K 0.41% 53

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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

SteelBridge Private Wealth Advisors's AMJ Position: Q2 2017 in Review

SteelBridge Private Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2017, closing a stake of 14,212 shares — an estimated $459K sold.

SteelBridge Private Wealth Advisors first reported a position in AMJ in Q4 2016 and held it in 2 quarters. The position peaked at $459K in Q1 2017. 302 funds tracked by Wall St. Rank hold AMJ as of Q2 2017.

  • SteelBridge Private Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2017 after selling out during the quarter.
  • SteelBridge Private Wealth Advisors sold 14,212 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2017, an estimated $459K.
  • SteelBridge Private Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2016 and held it in 2 quarters.
  • SteelBridge Private Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $459K in Q1 2017.
  • 302 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.