TA
AMJ

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

Tiedemann 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
2019
Q4 		– Sell
-10,692
Closed -$249K – 324
2019
Q3 		$249K Buy
10,692
+2,284
+27% +$55.2K 0.01% 273
2019
Q2 		$211K Sell
8,408
-14,498
-63% -$365K 0.01% 279
2019
Q1 		$583K Sell
22,906
-120,505
-84% -$3.01M 0.03% 282
2018
Q4 		$3.2M Buy
+143,411
New +$3.63M 0.16% 98
2017
Q4 		– Sell
-128,759
Closed -$3.85M – 353
2017
Q3 		$3.85M Buy
128,759
+38,338
+42% +$1.1M 0.35% 59
2017
Q2 		$2.69M Sell
90,421
-29,121
-24% -$895K 0.2% 99
2017
Q1 		$3.86M Sell
119,542
-182,210
-60% -$5.95M 0.32% 64
2016
Q4 		$9.54M Buy
301,752
+240,672
+394% +$7.35M 0.95% 22
2016
Q3 		$1.91M Buy
+61,080
New +$1.92M 0.4% 31
2016
Q1 		– Sell
-124,240
Closed -$3.6M – 66
2015
Q4 		$3.6M Buy
124,240
+114,571
+1,185% +$3.52M 1.39% 14
2015
Q3 		$294K Buy
+9,669
New +$348K 0.23% 40
2015
Q1 		– Sell
-33,293
Closed -$1.53M – 25
2014
Q4 		$1.53M Hold
33,293
– – 2.4% 17
2014
Q3 		$1.76M Buy
+33,293
New +$1.74M 3.6% 11

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tiedemann Advisors's AMJ Position: Q4 2019 in Review

Tiedemann Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2019, closing a stake of 10,692 shares — an estimated $249K sold.

Tiedemann Advisors first reported a position in AMJ in Q3 2014 and held it in 13 quarters. The position peaked at $9.54M in Q4 2016. 278 funds tracked by Wall St. Rank hold AMJ as of Q4 2019.

  • Tiedemann Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2019 after selling out during the quarter.
  • Tiedemann Advisors sold 10,692 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2019, an estimated $249K.
  • Tiedemann Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2014 and held it in 13 quarters.
  • Tiedemann Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $9.54M in Q4 2016.
  • 278 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2019.

Based on Tiedemann Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.