AFS
AMJ

Aft Forsyth & Sober’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Aft Forsyth & Sober’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
2016
Q1 		– Sell
-11,540
Closed -$334K – 43
2015
Q4 		$334K Buy
+11,540
New +$354K 0.08% 23

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Aft Forsyth & Sober's AMJ Position: Q1 2016 in Review

Aft Forsyth & Sober sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2016, closing a stake of 11,540 shares — an estimated $334K sold.

Aft Forsyth & Sober first reported a position in AMJ in Q4 2015 and held it in 1 quarter. The position peaked at $334K in Q4 2015. 269 funds tracked by Wall St. Rank hold AMJ as of Q1 2016.

  • Aft Forsyth & Sober reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2016 after selling out during the quarter.
  • Aft Forsyth & Sober sold 11,540 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2016, an estimated $334K.
  • Aft Forsyth & Sober first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 1 quarter.
  • Aft Forsyth & Sober's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $334K in Q4 2015.
  • 269 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2016.

Based on Aft Forsyth & Sober's 13F filing for Q1 2016, filed 12 May 2016.