SCM
AMJ

Sterling Capital Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Sterling Capital Management’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
2014
Q3 		– Sell
-271,190
Closed -$14.2M – 966
2014
Q2 		$14.2M Buy
271,190
+6,200
+2% +$305K 0.12% 108
2014
Q1 		$12.3M Buy
264,990
+24,775
+10% +$1.14M 0.11% 116
2013
Q4 		$11.1M Sell
240,215
-8,110
-3% -$366K 0.1% 125
2013
Q3 		$11.1M Hold
248,325
– – 0.13% 110
2013
Q2 		$11.6M Buy
+248,325
New +$11.5M 0.14% 118

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Sterling Capital Management's AMJ Position: Q3 2014 in Review

Sterling Capital Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2014, closing a stake of 271,190 shares — an estimated $14.2M sold.

Sterling Capital Management first reported a position in AMJ in Q2 2013 and held it in 5 quarters. The position peaked at $14.2M in Q2 2014. 298 funds tracked by Wall St. Rank hold AMJ as of Q3 2014.

  • Sterling Capital Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2014 after selling out during the quarter.
  • Sterling Capital Management sold 271,190 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2014, an estimated $14.2M.
  • Sterling Capital Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 5 quarters.
  • Sterling Capital Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $14.2M in Q2 2014.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2014.

Based on Sterling Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.