BIAS
AMJ

Beacon Investment Advisory Services’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Beacon Investment Advisory Services’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
Q1 		– Sell
-34,798
Closed -$1.01M – 68
2015
Q4 		$1.01M Sell
34,798
-2,272
-6% -$69.7K 0.19% 12
2015
Q3 		$1.13M Buy
+37,070
New +$1.33M 0.21% 13

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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 $10.9B AUM 18.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Beacon Investment Advisory Services's AMJ Position: Q1 2016 in Review

Beacon Investment Advisory Services sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2016, closing a stake of 34,798 shares — an estimated $1.01M sold.

Beacon Investment Advisory Services first reported a position in AMJ in Q3 2015 and held it in 2 quarters. The position peaked at $1.13M in Q3 2015. 269 funds tracked by Wall St. Rank hold AMJ as of Q1 2016.

  • Beacon Investment Advisory Services reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2016 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 34,798 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2016, an estimated $1.01M.
  • Beacon Investment Advisory Services first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2015 and held it in 2 quarters.
  • Beacon Investment Advisory Services's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.13M in Q3 2015.
  • 269 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2016.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2016, filed 9 May 2016.