Bridgewater Wealth & Financial Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Bridgewater Wealth & Financial Management’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
2017 Q3	–	Sell	-16,359	Closed	-$486K	–	113
2017 Q2	$486K	Sell	16,359 -1,023	-6%	-$31.4K	0.16%	62
2017 Q1	$561K	Hold	17,382	–	–	0.21%	56
2016 Q4	$549K	Buy	+17,382	New	+$531K	0.21%	59
2016 Q1	–	Sell	-157,928	Closed	-$4.58M	–	119
2015 Q4	$4.58M	Buy	+157,928	New	+$4.85M	1.77%	25
2015 Q1	–	Sell	-82,366	Closed	-$3.79M	–	95
2014 Q4	$3.79M	Buy	+82,366	New	+$4.03M	1.54%	28

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

CBU

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

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Bridgewater Wealth & Financial Management's AMJ Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2017, closing a stake of 16,359 shares — an estimated $486K sold.

Bridgewater Wealth & Financial Management first reported a position in AMJ in Q4 2014 and held it in 5 quarters. The position peaked at $4.58M in Q4 2015. 293 funds tracked by Wall St. Rank hold AMJ as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 16,359 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2017, an estimated $486K.
Bridgewater Wealth & Financial Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2014 and held it in 5 quarters.
Bridgewater Wealth & Financial Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $4.58M in Q4 2015.
293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.