First Heartland Consultants’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

First Heartland Consultants’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 Q3	–	Sell	-10,459	Closed	-$311K	–	354
2017 Q2	$311K	Hold	10,459	–	–	0.08%	263
2017 Q1	$338K	Buy	10,459 +230	+2%	+$7.51K	0.09%	236
2016 Q4	$323K	Sell	10,229 -346	-3%	-$10.6K	0.1%	243
2016 Q3	$333K	Hold	10,575	–	–	0.1%	221
2016 Q2	$336	Hold	10,575	–	–	0.04%	205
2016 Q1	$286K	Buy	10,575 +545	+5%	+$13.7K	0.11%	199
2015 Q4	$291K	Sell	10,030 -55	-0.5%	-$1.69K	0.11%	204
2015 Q3	$306K	Buy	+10,085	New	+$363K	0.13%	178

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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 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 $1.54B AUM 16.9% 1-Year Est. Return

First Heartland Consultants's AMJ Position: Q3 2017 in Review

First Heartland Consultants sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2017, closing a stake of 10,459 shares — an estimated $311K sold.

First Heartland Consultants first reported a position in AMJ in Q3 2015 and held it in 8 quarters. The position peaked at $338K in Q1 2017. 293 funds tracked by Wall St. Rank hold AMJ as of Q3 2017.

First Heartland Consultants reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2017 after selling out during the quarter.
First Heartland Consultants sold 10,459 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2017, an estimated $311K.
First Heartland Consultants first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2015 and held it in 8 quarters.
First Heartland Consultants's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $338K in Q1 2017.
293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2017.

Based on First Heartland Consultants's 13F filing for Q3 2017, filed 15 Nov 2017.