CWM
AMJ

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

Concert Wealth 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
2016
Q4 		– Sell
-4,195
Closed -$133K – 957
2016
Q3 		$133K Buy
+4,195
New +$132K 0.02% 713
2015
Q4 		– Sell
-6,928
Closed -$212K – 753
2015
Q3 		$212K Sell
6,928
-2,638
-28% -$94.8K 0.03% 594
2015
Q2 		$380K Sell
9,566
-4,135
-30% -$180K 0.05% 427
2015
Q1 		$40K Buy
13,701
+433
+3% +$19.1K 0.01% 448
2014
Q4 		$610K Buy
13,268
+747
+6% +$36.5K 0.09% 278
2014
Q3 		$668K Buy
12,521
+3,355
+37% +$176K 0.09% 208
2014
Q2 		$468K Buy
9,166
+905
+11% +$44.6K 0.06% 296
2014
Q1 		$382K Sell
8,261
-4,399
-35% -$203K 0.05% 343
2013
Q4 		$586K Buy
12,660
+839
+7% +$37.8K 0.07% 226
2013
Q3 		$528K Buy
11,821
+1,453
+14% +$66.8K 0.07% 244
2013
Q2 		$483K Buy
+10,368
New +$480K 0.07% 232

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Concert Wealth Management's AMJ Position: Q4 2016 in Review

Concert Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2016, closing a stake of 4,195 shares — an estimated $133K sold.

Concert Wealth Management first reported a position in AMJ in Q2 2013 and held it in 11 quarters. The position peaked at $668K in Q3 2014. 318 funds tracked by Wall St. Rank hold AMJ as of Q4 2016.

  • Concert Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 4,195 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2016, an estimated $133K.
  • Concert Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 11 quarters.
  • Concert Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $668K in Q3 2014.
  • 318 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.