Bellwether Investment Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Bellwether Investment Group’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 Q2	$48K	Buy	+1,500	New	+$44.7K	0.05%	252

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

Bellwether Investment Group's AMJ Position: Q2 2016 in Review

Bellwether Investment Group opened a new position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2016: 1,500 shares worth $48K. The stake represents 0.05% of the portfolio and ranks #252 among its holdings.

292 funds tracked by Wall St. Rank hold AMJ as of Q2 2016.

Bellwether Investment Group held 1,500 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $48K as of Q2 2016.
JP Morgan Alerian MLP Index ETN 5/24/24 was a new Bellwether Investment Group position in Q2 2016.
JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.05% of Bellwether Investment Group's portfolio in Q2 2016, its #252 holding.
292 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2016.

Based on Bellwether Investment Group's 13F filing for Q2 2016, filed 18 Aug 2016.