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

Bridgewater 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
2014
Q2 		$9.31M Buy
177,828
+3,900
+2% +$192K 7.8% 1
2014
Q1 		$8.1M Sell
173,928
-4,087
-2% -$189K 8.14% 1
2013
Q4 		$8.25M Buy
+178,015
New +$8.03M 8.48% 1

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
FEG
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
CB
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
RC
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Bridgewater Advisors's AMJ Position: Q2 2014 in Review

Bridgewater Advisors increased its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 2.2% in Q2 2014, buying an estimated $192K and bringing the position to 177,828 shares worth $9.31M. The position accounts for 7.8% of the portfolio, ranked #1.

Bridgewater Advisors first reported a position in AMJ in Q4 2013 and has held it in 3 quarters since. 291 funds tracked by Wall St. Rank hold AMJ as of Q2 2014.

  • Bridgewater Advisors held 177,828 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $9.31M as of Q2 2014.
  • Bridgewater Advisors bought 3,900 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2014, an estimated $192K.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 7.8% of Bridgewater Advisors's portfolio in Q2 2014, its #1 holding.
  • Bridgewater Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and has held it in 3 quarters since.
  • 291 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2014.

Based on Bridgewater Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.