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

Archford Capital Strategies’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
2017 Q2	–	Sell	-158	Closed	-$8K	–	652
2017 Q1	$8K	Buy	158 +70	+80%	+$2.29K	﹤0.01%	436
2016 Q4	$2K	Buy	+88	New	+$2.69K	﹤0.01%	541
2016 Q1	–	Sell	-88	Closed	-$5K	–	635
2015 Q4	$5K	Buy	+88	New	+$2.7K	﹤0.01%	576
2014 Q2	–	Sell	-45	Closed	-$2.09K	–	958
2014 Q1	$2.09K	Buy	+45	New	+$2.08K	﹤0.01%	646

Other funds holding AMJ

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

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

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

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

BJL

Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

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

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Archford Capital Strategies's AMJ Position: Q2 2017 in Review

Archford Capital Strategies sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2017, closing a stake of 158 shares — an estimated $8K sold.

Archford Capital Strategies first reported a position in AMJ in Q1 2014 and held it in 4 quarters. The position peaked at $8K in Q1 2017. 302 funds tracked by Wall St. Rank hold AMJ as of Q2 2017.

Archford Capital Strategies reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2017 after selling out during the quarter.
Archford Capital Strategies sold 158 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2017, an estimated $8K.
Archford Capital Strategies first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2014 and held it in 4 quarters.
Archford Capital Strategies's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $8K in Q1 2017.
302 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.