FSC
AMJ

Fiduciary Services Corp’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Fiduciary Services Corp’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
2015
Q1 		$5.29M Buy
123,694
+10,406
+9% +$459K 1.73% 8
2014
Q4 		$5.21M Buy
113,288
+7,958
+8% +$389K 1.8% 10
2014
Q3 		$5.59M Buy
105,330
+915
+0.9% +$47.9K 2.05% 6
2014
Q2 		$5.47M Buy
104,415
+3,682
+4% +$181K 2.05% 6
2014
Q1 		$4.69M Buy
100,733
+3,730
+4% +$172K 1.87% 10
2013
Q4 		$4.5M Buy
97,003
+2,115
+2% +$95.4K 1.8% 10
2013
Q3 		$4.23M Buy
94,888
+14,443
+18% +$664K 1.87% 10
2013
Q2 		$3.75M Buy
+80,445
New +$3.73M 1.67% 13

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Fiduciary Services Corp's AMJ Position: Q1 2015 in Review

Fiduciary Services Corp increased its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 9.2% in Q1 2015, buying an estimated $459K and bringing the position to 123,694 shares worth $5.29M. The position accounts for 1.73% of the portfolio, ranked #8.

Fiduciary Services Corp first reported a position in AMJ in Q2 2013 and has held it in 8 quarters since. The position peaked at $5.59M in Q3 2014. 314 funds tracked by Wall St. Rank hold AMJ as of Q1 2015.

  • Fiduciary Services Corp held 123,694 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $5.29M as of Q1 2015.
  • Fiduciary Services Corp bought 10,406 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2015, an estimated $459K.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 1.73% of Fiduciary Services Corp's portfolio in Q1 2015, its #8 holding.
  • Fiduciary Services Corp first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and has held it in 8 quarters since.
  • Fiduciary Services Corp's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $5.59M in Q3 2014.
  • 314 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.