BRWA
AMJ

B. Riley Wealth Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-6,489
Closed -$207K – 661
2016
Q2 		$207K Buy
+6,489
New +$193K 0.04% 522
2015
Q1 		– Sell
-2,350
Closed -$108 – 2083
2014
Q4 		$108 Buy
+2,350
New +$115K ﹤0.01% 1680
2014
Q3 		– Sell
-2,154
Closed -$113K – 1972
2014
Q2 		$113K Buy
+2,154
New +$106K 0.03% 664
2013
Q3 		– Sell
-3,065
Closed -$143K – 755
2013
Q2 		$143K Buy
+3,065
New +$142K 0.05% 448

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

B. Riley Wealth Advisors's AMJ Position: Q3 2016 in Review

B. Riley Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2016, closing a stake of 6,489 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in AMJ in Q2 2013 and held it in 4 quarters. The position peaked at $207K in Q2 2016. 289 funds tracked by Wall St. Rank hold AMJ as of Q3 2016.

  • B. Riley Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,489 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2016, an estimated $207K.
  • B. Riley Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 4 quarters.
  • B. Riley Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $207K in Q2 2016.
  • 289 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.