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AMJ

Ausdal Financial Partners’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Ausdal Financial Partners’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
-7,245
Closed -$234K – 334
2017
Q1 		$234K Sell
7,245
-238
-3% -$7.77K 0.11% 234
2016
Q4 		$237K Hold
7,483
– – 0.11% 213
2016
Q3 		$236K Buy
7,483
+116
+2% +$3.65K 0.12% 210
2016
Q2 		$234K Buy
+7,367
New +$219K 0.12% 200
2016
Q1 		– Sell
-5,009
Closed -$145K – 1067
2015
Q4 		$145K Buy
+5,009
New +$154K 0.07% 242

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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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 24.68% 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

Ausdal Financial Partners's AMJ Position: Q2 2017 in Review

Ausdal Financial Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2017, closing a stake of 7,245 shares — an estimated $234K sold.

Ausdal Financial Partners first reported a position in AMJ in Q4 2015 and held it in 5 quarters. The position peaked at $237K in Q4 2016. 302 funds tracked by Wall St. Rank hold AMJ as of Q2 2017.

  • Ausdal Financial Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2017 after selling out during the quarter.
  • Ausdal Financial Partners sold 7,245 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2017, an estimated $234K.
  • Ausdal Financial Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 5 quarters.
  • Ausdal Financial Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $237K in Q4 2016.
  • 302 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2017.

Based on Ausdal Financial Partners's 13F filing for Q2 2017, filed 11 Aug 2017.