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

B. Riley 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
2014
Q2 		– Sell
-1,000
Closed -$47K – 1177
2014
Q1 		$47K Buy
+1,000
New +$46.1K 0.03% 456

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
RegentAtlantic Capital
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

B. Riley Wealth Management's AMJ Position: Q2 2014 in Review

B. Riley Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2014, closing a stake of 1,000 shares — an estimated $47K sold.

B. Riley Wealth Management first reported a position in AMJ in Q1 2014 and held it in 1 quarter. The position peaked at $47K in Q1 2014. 291 funds tracked by Wall St. Rank hold AMJ as of Q2 2014.

  • B. Riley Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,000 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2014, an estimated $47K.
  • B. Riley Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $47K in Q1 2014.
  • 291 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2014.

Based on B. Riley Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.