CFN
AMJ

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

Cordasco Financial Network’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
Q1 		– Sell
-275
Closed -$9K – 301
2016
Q4 		$9K Hold
275
– – 0.01% 186
2016
Q3 		$9K Hold
275
– – 0.01% 200
2016
Q2 		$9K Sell
275
-800
-74% -$23.8K 0.01% 200
2016
Q1 		$29K Sell
1,075
-500
-32% -$12.6K 0.03% 158
2015
Q4 		$46K Hold
1,575
– – 0.04% 135
2015
Q3 		$48K Hold
1,575
– – 0.04% 134
2015
Q2 		$62K Sell
1,575
-50
-3% -$2.17K 0.05% 124
2015
Q1 		$70K Sell
1,625
-50
-3% -$2.21K 0.05% 135
2014
Q4 		$77K Sell
1,675
-275
-14% -$13.4K 0.06% 132
2014
Q3 		$104K Sell
1,950
-50
-3% -$2.62K 0.08% 123
2014
Q2 		$105K Sell
2,000
-605
-23% -$29.8K 0.08% 119
2014
Q1 		$121K Sell
2,605
-1,105
-30% -$51K 0.1% 112
2013
Q4 		$172K Buy
+3,710
New +$167K 0.13% 81

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cordasco Financial Network's AMJ Position: Q1 2017 in Review

Cordasco Financial Network sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2017, closing a stake of 275 shares — an estimated $9K sold.

Cordasco Financial Network first reported a position in AMJ in Q4 2013 and held it in 13 quarters. The position peaked at $172K in Q4 2013. 307 funds tracked by Wall St. Rank hold AMJ as of Q1 2017.

  • Cordasco Financial Network reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2017 after selling out during the quarter.
  • Cordasco Financial Network sold 275 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2017, an estimated $9K.
  • Cordasco Financial Network first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 13 quarters.
  • Cordasco Financial Network's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $172K in Q4 2013.
  • 307 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2017.

Based on Cordasco Financial Network's 13F filing for Q1 2017, filed 7 Apr 2017.