TWMH
AMJ

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

Tiedemann Wealth Management Holdings’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
-36,581
Closed -$1.18M – 11
2017
Q1 		$1.18M Hold
36,581
– – 4.76% 7
2016
Q4 		$1.16M Hold
36,581
– – 2.57% 10
2016
Q3 		$1.15M Buy
+36,581
New +$1.15M 2.86% 6

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 $4.53B AUM 21.1% 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 28.65% 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

Tiedemann Wealth Management Holdings's AMJ Position: Q2 2017 in Review

Tiedemann Wealth Management Holdings sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2017, closing a stake of 36,581 shares — an estimated $1.18M sold.

Tiedemann Wealth Management Holdings first reported a position in AMJ in Q3 2016 and held it in 3 quarters. The position peaked at $1.18M in Q1 2017. 302 funds tracked by Wall St. Rank hold AMJ as of Q2 2017.

  • Tiedemann Wealth Management Holdings reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2017 after selling out during the quarter.
  • Tiedemann Wealth Management Holdings sold 36,581 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2017, an estimated $1.18M.
  • Tiedemann Wealth Management Holdings first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2016 and held it in 3 quarters.
  • Tiedemann Wealth Management Holdings's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.18M 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 Tiedemann Wealth Management Holdings's 13F filing for Q2 2017, filed 11 Aug 2017.