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

Bouchey Financial 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
2015 Q4	–	Sell	-156,950	Closed	-$4.77M	–	75
2015 Q3	$4.77M	Buy	156,950 +20,134	+15%	+$724K	2.3%	19
2015 Q2	$5.42M	Buy	136,816 +14,208	+12%	+$617K	2.31%	18
2015 Q1	$5.25M	Buy	122,608 +9,470	+8%	+$418K	2.36%	18
2014 Q4	$5.2M	Buy	113,138 +15,146	+15%	+$741K	2.45%	19
2014 Q3	$5.2M	Buy	97,992 +8,094	+9%	+$424K	2.63%	13
2014 Q2	$4.71M	Buy	89,898 +8,793	+11%	+$433K	2.52%	15
2014 Q1	$3.77M	Buy	81,105 +1,858	+2%	+$85.7K	2.29%	16
2013 Q4	$3.67M	Buy	+79,247	New	+$3.57M	2.59%	15

Other funds holding AMJ

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Bouchey Financial Group's AMJ Position: Q4 2015 in Review

Bouchey Financial Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2015, closing a stake of 156,950 shares — an estimated $4.77M sold.

Bouchey Financial Group first reported a position in AMJ in Q4 2013 and held it in 8 quarters. The position peaked at $5.42M in Q2 2015. 290 funds tracked by Wall St. Rank hold AMJ as of Q4 2015.

Bouchey Financial Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2015 after selling out during the quarter.
Bouchey Financial Group sold 156,950 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2015, an estimated $4.77M.
Bouchey Financial Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 8 quarters.
Bouchey Financial Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $5.42M in Q2 2015.
290 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2015.

Based on Bouchey Financial Group's 13F filing for Q4 2015, filed 12 Jan 2016.