CFA
AMJ

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

CT 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
2017
Q1 		$9.69K Hold
300
– – 0.01% 448
2016
Q4 		$9.48K Hold
300
– – 0.01% 446
2016
Q3 		$9.45K Buy
+300
New +$9.44K 0.01% 438

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
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 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
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 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 $27.4B AUM 24.17% 1-Year Est. Return

CT Financial Advisors's AMJ Position: Q1 2017 in Review

CT Financial Advisors held its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) position steady in Q1 2017 at 300 shares worth $9.69K. The position accounts for 0.01% of the portfolio, ranked #448.

CT Financial Advisors first reported a position in AMJ in Q3 2016 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold AMJ as of Q1 2017.

  • CT Financial Advisors held 300 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $9.69K as of Q1 2017.
  • CT Financial Advisors left its JP Morgan Alerian MLP Index ETN 5/24/24 share count unchanged in Q1 2017.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #448 holding.
  • CT Financial Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2016 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2017.

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