BCM
AMJ

BTR Capital Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

BTR Capital 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
2015
Q3 		– Sell
-5,825
Closed -$231K – 177
2015
Q2 		$231K Sell
5,825
-1,975
-25% -$85.8K 0.05% 141
2015
Q1 		$334K Buy
+7,800
New +$344K 0.08% 118

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return

BTR Capital Management's AMJ Position: Q3 2015 in Review

BTR Capital Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2015, closing a stake of 5,825 shares — an estimated $231K sold.

BTR Capital Management first reported a position in AMJ in Q1 2015 and held it in 2 quarters. The position peaked at $334K in Q1 2015. 274 funds tracked by Wall St. Rank hold AMJ as of Q3 2015.

  • BTR Capital Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2015 after selling out during the quarter.
  • BTR Capital Management sold 5,825 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2015, an estimated $231K.
  • BTR Capital Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2015 and held it in 2 quarters.
  • BTR Capital Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $334K in Q1 2015.
  • 274 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2015.

Based on BTR Capital Management's 13F filing for Q3 2015, filed 26 Oct 2015.