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

Washington Trust Bank’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 Q2	–	Sell	-213	Closed	-$5K	–	761
2018 Q1	$5K	Hold	213	–	–	﹤0.01%	686
2017 Q4	$6K	Sell	213 -187	-47%	-$5.08K	﹤0.01%	644
2017 Q3	$11K	Buy	+400	New	+$11.5K	﹤0.01%	582
2016 Q4	–	Sell	-550	Closed	-$17K	–	1117
2016 Q3	$17K	Hold	550	–	–	﹤0.01%	503
2016 Q2	$17K	Hold	550	–	–	﹤0.01%	513
2016 Q1	$15K	Hold	550	–	–	﹤0.01%	544
2015 Q4	$16K	Buy	550 +205	+59%	+$6.29K	﹤0.01%	545
2015 Q3	$10K	Hold	345	–	–	﹤0.01%	626
2015 Q2	$14K	Buy	345 +225	+188%	+$9.77K	﹤0.01%	626
2015 Q1	$5K	Sell	120 -625	-84%	-$27.6K	﹤0.01%	732
2014 Q4	$34K	Buy	+745	New	+$36.4K	0.01%	536

Other funds holding AMJ

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

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

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

JMPWA

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Washington Trust Bank's AMJ Position: Q2 2018 in Review

Washington Trust Bank sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2018, closing a stake of 213 shares — an estimated $5K sold.

Washington Trust Bank first reported a position in AMJ in Q4 2014 and held it in 11 quarters. The position peaked at $34K in Q4 2014. 291 funds tracked by Wall St. Rank hold AMJ as of Q2 2018.

Washington Trust Bank reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2018 after selling out during the quarter.
Washington Trust Bank sold 213 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2018, an estimated $5K.
Washington Trust Bank first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2014 and held it in 11 quarters.
Washington Trust Bank's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $34K in Q4 2014.
291 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2018.

Based on Washington Trust Bank's 13F filing for Q2 2018, filed 3 Jul 2018.