CAL
AMJ

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

Capital Analysts LLC’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
Q2 		– Sell
-367
Closed -$15.7K – 403
2015
Q1 		$15.7K Buy
367
+5
+1% +$221 ﹤0.01% 338
2014
Q4 		$16.6K Buy
362
+5
+1% +$245 ﹤0.01% 329
2014
Q3 		$19K Buy
357
+3
+0.8% +$157 ﹤0.01% 316
2014
Q2 		$18.5K Buy
+354
New +$17.4K ﹤0.01% 312

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

Capital Analysts LLC's AMJ Position: Q2 2015 in Review

Capital Analysts LLC sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2015, closing a stake of 367 shares — an estimated $15.7K sold.

Capital Analysts LLC first reported a position in AMJ in Q2 2014 and held it in 4 quarters. The position peaked at $19K in Q3 2014. 288 funds tracked by Wall St. Rank hold AMJ as of Q2 2015.

  • Capital Analysts LLC reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2015 after selling out during the quarter.
  • Capital Analysts LLC sold 367 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2015, an estimated $15.7K.
  • Capital Analysts LLC first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2014 and held it in 4 quarters.
  • Capital Analysts LLC's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $19K in Q3 2014.
  • 288 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2015.

Based on Capital Analysts LLC's 13F filing for Q2 2015, filed 14 Aug 2015.