FMII
AMJ

Farmers & Merchants Investments Inc’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Farmers & Merchants Investments Inc’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
2018
Q4 		– Sell
-855
Closed -$23K – 843
2018
Q3 		$23K Hold
855
– – ﹤0.01% 416
2018
Q2 		$23K Sell
855
-855
-50% -$22.4K ﹤0.01% 427
2018
Q1 		$41K Sell
1,710
-855
-33% -$23.4K ﹤0.01% 346
2017
Q4 		$70K Hold
2,565
– – 0.01% 298
2017
Q3 		$72K Hold
2,565
– – 0.01% 290
2017
Q2 		$76K Hold
2,565
– – 0.01% 289
2017
Q1 		$83K Hold
2,565
– – 0.01% 275
2016
Q4 		$81K Hold
2,565
– – 0.01% 301
2016
Q3 		$81K Hold
2,565
– – 0.01% 260
2016
Q2 		$82K Hold
2,565
– – 0.01% 245
2016
Q1 		$69K Hold
2,565
– – 0.01% 252
2015
Q4 		$74K Hold
2,565
– – 0.01% 257
2015
Q3 		$78K Hold
2,565
– – 0.01% 246
2015
Q2 		$102K Hold
2,565
– – 0.01% 237
2015
Q1 		$110K Hold
2,565
– – 0.01% 232
2014
Q4 		$118K Hold
2,565
– – 0.01% 221
2014
Q3 		$136K Hold
2,565
– – 0.02% 217
2014
Q2 		$134K Hold
2,565
– – 0.02% 219
2014
Q1 		$119K Hold
2,565
– – 0.02% 223
2013
Q4 		$119K Hold
2,565
– – 0.02% 230
2013
Q3 		$114K Hold
2,565
– – 0.02% 230
2013
Q2 		$120K Buy
+2,565
New +$119K 0.02% 228

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Farmers & Merchants Investments Inc's AMJ Position: Q4 2018 in Review

Farmers & Merchants Investments Inc sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 855 shares — an estimated $23K sold.

Farmers & Merchants Investments Inc first reported a position in AMJ in Q2 2013 and held it in 22 quarters. The position peaked at $136K in Q3 2014. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

  • Farmers & Merchants Investments Inc reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 855 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $23K.
  • Farmers & Merchants Investments Inc first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 22 quarters.
  • Farmers & Merchants Investments Inc's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $136K in Q3 2014.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2018, filed 24 Jan 2019.