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AMJ

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

FDx 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
2016
Q1 		– Sell
-38,618
Closed -$1.12M – 962
2015
Q4 		$1.12M Buy
+38,618
New +$1.19M 0.05% 317
2015
Q3 		– Sell
-8,552
Closed -$339K – 910
2015
Q2 		$339K Buy
+8,552
New +$371K 0.02% 702
2015
Q1 		– Sell
-13,579
Closed -$624K – 1943
2014
Q4 		$624K Sell
13,579
-2,303
-15% -$113K 0.04% 471
2014
Q3 		$843K Buy
15,882
+4,099
+35% +$215K 0.05% 380
2014
Q2 		$617K Buy
+11,783
New +$580K 0.04% 509

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 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
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

FDx Advisors's AMJ Position: Q1 2016 in Review

FDx Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2016, closing a stake of 38,618 shares — an estimated $1.12M sold.

FDx Advisors first reported a position in AMJ in Q2 2014 and held it in 5 quarters. The position peaked at $1.12M in Q4 2015. 269 funds tracked by Wall St. Rank hold AMJ as of Q1 2016.

  • FDx Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2016 after selling out during the quarter.
  • FDx Advisors sold 38,618 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2016, an estimated $1.12M.
  • FDx Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2014 and held it in 5 quarters.
  • FDx Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.12M in Q4 2015.
  • 269 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2016.

Based on FDx Advisors's 13F filing for Q1 2016, filed 17 May 2016.