AW
AMJ

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

ACG Wealth’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
2013
Q3 		– Sell
-4,447
Closed -$207K – 141
2013
Q2 		$207K Buy
+4,447
New +$206K 0.08% 135

Other funds holding AMJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACG Wealth's AMJ Position: Q3 2013 in Review

ACG Wealth sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2013, closing a stake of 4,447 shares — an estimated $207K sold.

ACG Wealth first reported a position in AMJ in Q2 2013 and held it in 1 quarter. The position peaked at $207K in Q2 2013. 243 funds tracked by Wall St. Rank hold AMJ as of Q3 2013.

  • ACG Wealth reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2013 after selling out during the quarter.
  • ACG Wealth sold 4,447 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2013, an estimated $207K.
  • ACG Wealth first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 1 quarter.
  • ACG Wealth's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $207K in Q2 2013.
  • 243 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2013.

Based on ACG Wealth's 13F filing for Q3 2013, filed 13 Nov 2013.