CFA
AMJ

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

Cahill Financial 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
Q4 		– Sell
-29,355
Closed -$893K – 113
2015
Q3 		$893K Buy
+29,355
New +$1.06M 0.73% 42

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
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
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 $3.7B AUM 16.56% 1-Year Est. Return
Goldman Sachs
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

Cahill Financial Advisors's AMJ Position: Q4 2015 in Review

Cahill Financial Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2015, closing a stake of 29,355 shares — an estimated $893K sold.

Cahill Financial Advisors first reported a position in AMJ in Q3 2015 and held it in 1 quarter. The position peaked at $893K in Q3 2015. 290 funds tracked by Wall St. Rank hold AMJ as of Q4 2015.

  • Cahill Financial Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2015 after selling out during the quarter.
  • Cahill Financial Advisors sold 29,355 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2015, an estimated $893K.
  • Cahill Financial Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2015 and held it in 1 quarter.
  • Cahill Financial Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $893K in Q3 2015.
  • 290 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2015.

Based on Cahill Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.