VCA
AMJ

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

Verdence Capital 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
2018
Q3 		– Sell
-8,000
Closed -$213K – 300
2018
Q2 		$213K Buy
+8,000
New +$209K 0.05% 265
2018
Q1 		– Sell
-9,610
Closed -$264K – 326
2017
Q4 		$264K Buy
+9,610
New +$261K 0.06% 228

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Verdence Capital Advisors's AMJ Position: Q3 2018 in Review

Verdence Capital Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2018, closing a stake of 8,000 shares — an estimated $213K sold.

Verdence Capital Advisors first reported a position in AMJ in Q4 2017 and held it in 2 quarters. The position peaked at $264K in Q4 2017. 296 funds tracked by Wall St. Rank hold AMJ as of Q3 2018.

  • Verdence Capital Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2018 after selling out during the quarter.
  • Verdence Capital Advisors sold 8,000 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2018, an estimated $213K.
  • Verdence Capital Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 2 quarters.
  • Verdence Capital Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $264K in Q4 2017.
  • 296 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2018.

Based on Verdence Capital Advisors's 13F filing for Q3 2018, filed 25 Feb 2020.