VAS
AMJ

Vestmark Advisory Solutions’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Vestmark Advisory Solutions’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
Q1 		– Sell
-70,666
Closed -$9.85M – 489
2019
Q4 		$9.85M Buy
+70,666
New +$1.52M 2.02% 4

Other funds holding AMJ

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BJL
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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Vestmark Advisory Solutions's AMJ Position: Q1 2020 in Review

Vestmark Advisory Solutions sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 70,666 shares — an estimated $9.85M sold.

Vestmark Advisory Solutions first reported a position in AMJ in Q4 2019 and held it in 1 quarter. The position peaked at $9.85M in Q4 2019. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

  • Vestmark Advisory Solutions reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 70,666 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $9.85M.
  • Vestmark Advisory Solutions first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and held it in 1 quarter.
  • Vestmark Advisory Solutions's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $9.85M in Q4 2019.
  • 240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2020, filed 6 May 2020.