BGA
AMJ

Belmont Global Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Belmont Global 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
2015
Q3 		– Sell
-5,678
Closed -$225K – 89
2015
Q2 		$225K Hold
5,678
– – 0.25% 88
2015
Q1 		$243K Hold
5,678
– – 0.25% 71
2014
Q4 		$261K Hold
5,678
– – 0.26% 90
2014
Q3 		$301K Buy
5,678
+1,683
+42% +$88.2K 0.24% 98
2014
Q2 		$209K Buy
+3,995
New +$197K 0.15% 116

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Belmont Global Advisors's AMJ Position: Q3 2015 in Review

Belmont Global Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2015, closing a stake of 5,678 shares — an estimated $225K sold.

Belmont Global Advisors first reported a position in AMJ in Q2 2014 and held it in 5 quarters. The position peaked at $301K in Q3 2014. 274 funds tracked by Wall St. Rank hold AMJ as of Q3 2015.

  • Belmont Global Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2015 after selling out during the quarter.
  • Belmont Global Advisors sold 5,678 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2015, an estimated $225K.
  • Belmont Global Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2014 and held it in 5 quarters.
  • Belmont Global Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $301K in Q3 2014.
  • 274 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2015.

Based on Belmont Global Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.