FI
AMJ

FormulaFolio Investments’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

FormulaFolio Investments’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
Q3 		– Sell
-6,620
Closed -$262K – 132
2015
Q2 		$262K Sell
6,620
-2,340
-26% -$102K 0.07% 89
2015
Q1 		$383K Hold
8,960
– – 0.12% 58
2014
Q4 		$412K Buy
+8,960
New +$438K 0.16% 53

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

FormulaFolio Investments's AMJ Position: Q3 2015 in Review

FormulaFolio Investments sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2015, closing a stake of 6,620 shares — an estimated $262K sold.

FormulaFolio Investments first reported a position in AMJ in Q4 2014 and held it in 3 quarters. The position peaked at $412K in Q4 2014. 274 funds tracked by Wall St. Rank hold AMJ as of Q3 2015.

  • FormulaFolio Investments reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2015 after selling out during the quarter.
  • FormulaFolio Investments sold 6,620 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2015, an estimated $262K.
  • FormulaFolio Investments first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2014 and held it in 3 quarters.
  • FormulaFolio Investments's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $412K in Q4 2014.
  • 274 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2015.

Based on FormulaFolio Investments's 13F filing for Q3 2015, filed 7 Oct 2015.