FBT
AMJ

Founders Bank & Trust’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$34K Sell
741
-179
-19% -$8.75K 0.02% 202
2014
Q3 		$49K Hold
920
– – 0.03% 179
2014
Q2 		$48K Sell
920
-25
-3% -$1.23K 0.03% 180
2014
Q1 		$44K Hold
945
– – 0.03% 177
2013
Q4 		$44K Hold
945
– – 0.03% 176
2013
Q3 		$42K Hold
945
– – 0.02% 158
2013
Q2 		$44K Buy
+945
New +$43.8K 0.02% 154

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Founders Bank & Trust's AMJ Position: Q4 2014 in Review

Founders Bank & Trust reduced its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 19% in Q4 2014, selling an estimated $8.75K and leaving 741 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #202.

Founders Bank & Trust first reported a position in AMJ in Q2 2013 and has held it in 7 quarters since. The position peaked at $49K in Q3 2014. 327 funds tracked by Wall St. Rank hold AMJ as of Q4 2014.

  • Founders Bank & Trust held 741 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $34K as of Q4 2014.
  • Founders Bank & Trust sold 179 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2014, an estimated $8.75K.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.02% of Founders Bank & Trust's portfolio in Q4 2014, its #202 holding.
  • Founders Bank & Trust first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $49K in Q3 2014.
  • 327 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.