Stifel Financial
AMJ

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

Stifel Financial’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
Q1 		– Sell
-7,614
Closed -$243K – 2618
2016
Q4 		$243K Sell
7,614
-4,807
-39% -$147K ﹤0.01% 2163
2016
Q3 		$393K Sell
12,421
-2,997
-19% -$94.3K ﹤0.01% 1850
2016
Q2 		$491K Sell
15,418
-714
-4% -$21.3K ﹤0.01% 1763
2016
Q1 		$437K Sell
16,132
-46,383
-74% -$1.17M ﹤0.01% 1652
2015
Q4 		$1.81M Buy
62,515
+39,143
+167% +$1.2M 0.01% 1012
2015
Q3 		$709K Sell
23,372
-2,289
-9% -$82.3K ﹤0.01% 1368
2015
Q2 		$1.01M Sell
25,661
-6,030
-19% -$262K 0.01% 1352
2015
Q1 		$1.36M Sell
31,691
-445
-1% -$19.6K 0.01% 1137
2014
Q4 		$1.48M Buy
32,136
+4,826
+18% +$236K 0.01% 1064
2014
Q3 		$1.45M Sell
27,310
-256
-0.9% -$13.4K 0.01% 902
2014
Q2 		$1.44M Sell
27,566
-457
-2% -$22.5K 0.01% 926
2014
Q1 		$1.3M Buy
+28,023
New +$1.29M 0.01% 917

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 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 $11.6B AUM 18.97% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stifel Financial's AMJ Position: Q1 2017 in Review

Stifel Financial sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2017, closing a stake of 7,614 shares — an estimated $243K sold.

Stifel Financial first reported a position in AMJ in Q1 2014 and held it in 12 quarters. The position peaked at $1.81M in Q4 2015. 307 funds tracked by Wall St. Rank hold AMJ as of Q1 2017.

  • Stifel Financial reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2017 after selling out during the quarter.
  • Stifel Financial sold 7,614 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2017, an estimated $243K.
  • Stifel Financial first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2014 and held it in 12 quarters.
  • Stifel Financial's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.81M in Q4 2015.
  • 307 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2017.

Based on Stifel Financial's 13F filing for Q1 2017, filed 10 May 2017.