SF
AMJ

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

Synovus 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
2020
Q3 		– Sell
-4,500
Closed -$59K – 1517
2020
Q2 		$59K Hold
4,500
– – ﹤0.01% 871
2020
Q1 		$42K Sell
4,500
-1,875
-29% -$32.8K ﹤0.01% 1161
2019
Q4 		$140K Buy
6,375
+4,500
+240% +$96.8K ﹤0.01% 741
2019
Q3 		$44K Hold
1,875
– – ﹤0.01% 936
2019
Q2 		$47K Hold
1,875
– – ﹤0.01% 842
2019
Q1 		$48K Hold
1,875
– – ﹤0.01% 824
2018
Q4 		$42K Hold
1,875
– – ﹤0.01% 829
2018
Q3 		$51K Buy
+1,875
New +$52.3K ﹤0.01% 843
2016
Q3 		– Sell
-250
Closed -$8K – 1062
2016
Q2 		$8K Buy
+250
New +$7.45K ﹤0.01% 872
2015
Q2 		– Sell
-585
Closed -$25K – 1045
2015
Q1 		$25K Sell
585
-3,930
-87% -$173K ﹤0.01% 734
2014
Q4 		$208K Hold
4,515
– – 0.01% 444
2014
Q3 		$240K Buy
4,515
+500
+12% +$26.2K 0.01% 410
2014
Q2 		$209K Hold
4,015
– – 0.01% 399
2014
Q1 		$187K Hold
4,015
– – 0.01% 404
2013
Q4 		$184K Buy
4,015
+1,640
+69% +$74K 0.01% 390
2013
Q3 		$107K Sell
2,375
-2,865
-55% -$132K ﹤0.01% 435
2013
Q2 		$245K Buy
+5,240
New +$243K 0.01% 356

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Synovus Financial's AMJ Position: Q3 2020 in Review

Synovus Financial sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2020, closing a stake of 4,500 shares — an estimated $59K sold.

Synovus Financial first reported a position in AMJ in Q2 2013 and held it in 17 quarters. The position peaked at $245K in Q2 2013. 193 funds tracked by Wall St. Rank hold AMJ as of Q3 2020.

  • Synovus Financial reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2020 after selling out during the quarter.
  • Synovus Financial sold 4,500 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2020, an estimated $59K.
  • Synovus Financial first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 17 quarters.
  • Synovus Financial's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $245K in Q2 2013.
  • 193 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2020.

Based on Synovus Financial's 13F filing for Q3 2020, filed 9 Nov 2020.