GWA
AMJ

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

Genesis Wealth 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
2015
Q1 		– Sell
-4,213
Closed -$192K – 478
2014
Q4 		$192K Buy
+4,213
New +$206K 0.15% 71

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

Genesis Wealth Advisors's AMJ Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2015, closing a stake of 4,213 shares — an estimated $192K sold.

Genesis Wealth Advisors first reported a position in AMJ in Q4 2014 and held it in 1 quarter. The position peaked at $192K in Q4 2014. 314 funds tracked by Wall St. Rank hold AMJ as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 4,213 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2015, an estimated $192K.
  • Genesis Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $192K in Q4 2014.
  • 314 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.