Trustmark National Bank Trust Department’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Trustmark National Bank Trust Department’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 Q2	–	Sell	-250	Closed	-$6K	–	625
2019 Q1	$6K	Hold	250	–	–	﹤0.01%	494
2018 Q4	$6K	Hold	250	–	–	﹤0.01%	490
2018 Q3	$7K	Buy	+250	New	+$6.98K	﹤0.01%	498
2015 Q4	–	Sell	-8,250	Closed	-$250K	–	348
2015 Q3	$250K	Hold	8,250	–	–	0.04%	287
2015 Q2	$327K	Hold	8,250	–	–	0.04%	260
2015 Q1	$353K	Hold	8,250	–	–	0.05%	259
2014 Q4	$379K	Sell	8,250 -18,000	-69%	-$880K	0.05%	231
2014 Q3	$1.39M	Hold	26,250	–	–	0.2%	114
2014 Q2	$1.38M	Sell	26,250 -18,000	-41%	-$887K	0.16%	120
2014 Q1	$2.06M	Hold	44,250	–	–	0.24%	77
2013 Q4	$2.05M	Sell	44,250 -625	-1%	-$28.2K	0.24%	79
2013 Q3	$2M	Hold	44,875	–	–	0.25%	76
2013 Q2	$2.09M	Buy	+44,875	New	+$2.08M	0.27%	67

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Trustmark National Bank Trust Department's AMJ Position: Q2 2019 in Review

Trustmark National Bank Trust Department sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2019, closing a stake of 250 shares — an estimated $6K sold.

Trustmark National Bank Trust Department first reported a position in AMJ in Q2 2013 and held it in 13 quarters. The position peaked at $2.09M in Q2 2013. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

Trustmark National Bank Trust Department reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2019 after selling out during the quarter.
Trustmark National Bank Trust Department sold 250 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2019, an estimated $6K.
Trustmark National Bank Trust Department first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 13 quarters.
Trustmark National Bank Trust Department's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.09M in Q2 2013.
283 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2019, filed 13 Aug 2019.