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

Avior Wealth Management’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
2015
Q4 		– Sell
-100
Closed -$3K – 478
2015
Q3 		$3K Buy
+100
New +$3.6K ﹤0.01% 361

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Avior Wealth Management's AMJ Position: Q4 2015 in Review

Avior Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2015, closing a stake of 100 shares — an estimated $3K sold.

Avior Wealth Management first reported a position in AMJ in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 290 funds tracked by Wall St. Rank hold AMJ as of Q4 2015.

  • Avior Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2015 after selling out during the quarter.
  • Avior Wealth Management sold 100 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2015, an estimated $3K.
  • Avior Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2015 and held it in 1 quarter.
  • Avior Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3K in Q3 2015.
  • 290 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2015.

Based on Avior Wealth Management's 13F filing for Q4 2015, filed 10 Feb 2016.